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11245 Se 6Th Street Suite 140, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-12 |
| WA | RA | APPROVED | 2026-06-12 |
Branch Locations
11245 Se 6Th Street Suite 140, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Bellevue | WA | 05/2014 | 09/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 09/2018 |
| Brighton Jones | Seattle | WA | 10/2018 | 12/2022 |
| Lido Advisors, Llc | Bellevue | WA | 08/2025 | 05/2026 |
| Unemployed | Bothell | WA | 12/2022 | 08/2025 |
| Mainsail Financial Group, Llc | Bellevue | WA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-24 |
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