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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
18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States
22722 29Th Drive Se Suite 100, Bothell, WA 98021-4401 • United States
Shoreline, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joy Embroidery | Riverside | CA | 10/2016 | 06/2018 |
| Tastea | Rowland Heights | CA | 07/2017 | 01/2021 |
| Panda Express Restaurant Group | Burien | WA | 01/2021 | 07/2021 |
| Qualstar Credit Union | Seattle | WA | 09/2021 | 11/2021 |
| Full Time Education | Riverside | CA | 06/2011 | 06/2018 |
| Fidelity Investments | Lynnwood | WA | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-22 |
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