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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 |
Branch Locations
7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Casa Orinda | Orinda | CA | 08/2010 | 06/2017 |
| Corepower Yoga | Danville | CA | 03/2017 | 02/2018 |
| Alhambra High School Soccer | Martinez | CA | 09/2017 | 02/2018 |
| Unemployed | Eugene | OR | 02/2018 | 04/2018 |
| Eugene Soccer Club | Eugene | OR | 04/2018 | 01/2021 |
| The Collegian | Eugene | OR | 06/2018 | 11/2018 |
| The Collegian | Eugene | OR | 11/2018 | 08/2022 |
| Humano | San Francisco | CA | 01/2020 | 05/2020 |
| Unemployed | Eugene | CA | 08/2022 | 11/2022 |
| University Of Oregon Men's Club Soccer | Eugene | OR | 09/2019 | 06/2022 |
| Fidelity Investments | Tigard | OR | 11/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-15 |
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