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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-12 |
| WA | RA | APPROVED | 2025-05-30 |
Branch Locations
10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States
Renton, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Financial Pfm Llc | Renton | WA | 08/2018 | 03/2025 |
| Taxact | Bellevue | WA | 10/2013 | 02/2017 |
| Vettd | Bellevue | WA | 03/2017 | 03/2025 |
| Fidelity Investments | Tukwila | WA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
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