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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-06-03 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • United States
Meridian, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woods Coffee | Edmonds | WA | 02/2021 | 02/2023 |
| New York Life Insurance Company | Bellevue | WA | 06/2022 | 09/2022 |
| Hollister / Abercrombie And Fitch | Lynnwood | WA | 07/2018 | 06/2020 |
| Unemployed | Unemployed | WA | 07/2020 | 02/2021 |
| Chickfila | Bothell | WA | 10/2017 | 05/2018 |
| Inglemoor High School | Kenmore | WA | 09/2016 | 06/2019 |
| Kenmore Junior High | Kenmore | WA | 09/2013 | 09/2016 |
| Fidelity Investments | Seattle | WA | 03/2023 | Present |
| Grand Canyon University | Phoenix | AZ | 09/2019 | 04/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-05 |
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