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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-29 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Draper | UT | 10/2016 | 06/2017 |
| Td Ameritrade | Bellevue | WA | 07/2017 | 01/2024 |
| Charles Schwab & Co., Inc. | Lynwood | WA | 06/2022 | 01/2024 |
| Charles Schwab Bank, Ssb | Lynwood | WA | 06/2022 | 01/2024 |
| Fidelity Investments | Redmond | WA | 06/2024 | Present |
| Td Ameritrade/Schwa | Draper | UT | 10/2016 | 01/2024 |
| Td Ameritrade | Bellevue | WA | 07/2017 | 05/2022 |
| Charles Schwab Bank, Ssb | Lynwood | WA | 06/2022 | 01/2024 |
| Charles Schwab & Co., Inc. | Lynwood | WA | 06/2022 | 01/2024 |
| Unemployed | Bellevue | WA | 02/2024 | 05/2024 |
| Ice Barn | Kaysville | UT | 05/2016 | 09/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-07 |
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