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Michael Okamoto

Eq Wealth Management

Bellingham, WA

Bellevue, WA

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Current Employers
Eq Wealth Management

Bellevue, WA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-01
WA RA APPROVED 2024-06-28
  • TX RA
    APPROVED
    Since 2024-10-01
  • WA RA
    APPROVED
    Since 2024-06-28

Branch Locations

Bellingham, WA • United States

Bellevue, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Bellevue WA 01/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
  • 01/2014 → Present
    Fidelity Brokerage Services Llc
    Bellevue, WA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2024-07-09
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2015-03-03 → 2018-07-13
    Strategic Advisers Llc
    Tukwila, WA
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-17
S63 Uniform Securities Agent State Law Examination 2014-05-08
  • S66 Uniform Combined State Law Examination
    2014-11-17
  • S63 Uniform Securities Agent State Law Examination
    2014-05-08
Designations
Other Names
  • Michael Okamoto
  • Michael Okamoto Barth
  • Michael Okamoto Okamoto

View on SEC IAPD

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