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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Tigard | OR | 02/2022 | Present |
| Fisher Investments | Vancouver | WA | 02/2021 | 02/2022 |
| Planet Fitness | Pensacola | FL | 03/2017 | 11/2020 |
| Productions Plus | Orlando | FL | 07/2016 | 02/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-29 |
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