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1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-15 |
Branch Locations
1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Larkspur | CA | 10/2007 | 06/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2025 |
| Evergreen Capital Management | Bellevue | WA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-16 |
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