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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Tukwila | WA | 08/2017 | Present |
| Pacific Portfolio Consulting Llc | Seattle | WA | 08/2016 | 07/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132737|OrgNmn:Chinook Aquatic Club|Org Addr:Renton,Washington,US|OBA Nature:Co-Treasurer|Invst Rel:N|Title:Co-Treasurer|Duties:deposit checks and deal with the budget|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-113368|OrgNmn:Chinook Aquatics Club|Org Addr:Renton,Washington,US|OBA Nature:Swim Team|Invst Rel:N|Title:Social Media|Duties:maintain clear communication via social media for team members and prior team members|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-09 |
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