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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • United States
Beaverton, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Label Power | San Clemente | CA | 02/2014 | 05/2019 |
| Valic Financial Advisors, Inc. | Linthicum | MD | 05/2019 | Present |
| Fidelity | Beaverton | OR | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-27 |
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