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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
1518 6Th Ave, Seattle, WA 98101-1706 • United States
Des Moines, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Seattle | WA | 04/2014 | 11/2017 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 03/2020 | 04/2024 |
| Fidelity Investments | Seattle | WA | 04/2024 | Present |
| Jpmorgan Securities Llc | Seattle | WA | 03/2020 | 04/2024 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 11/2017 | 01/2018 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 08/2014 | 11/2017 |
| Uber Technologies, Inc. | Seattle | WA | 09/2017 | 10/2017 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 01/2018 | 03/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-30 |
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