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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-05 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everest Federal Credit Union | Jackson Heights | NY | 03/2022 | 08/2022 |
| Tf Cornerstone | Brooklyn | NY | 01/2022 | 03/2022 |
| Baystate Financial | Boston | MA | 05/2020 | 08/2020 |
| Ellenoff, Grossman & Schole Llp. | New York | NY | 12/2018 | 01/2019 |
| Makris Lobster & Steak House | Concord | NY | 06/2019 | 08/2019 |
| Can-Do Home Improvements | Penacook | NH | 04/2017 | 08/2017 |
| Futsalnh | Concord | NH | 11/2015 | 02/2017 |
| University Of New Hampshire | Durham | NH | 01/2019 | 05/2019 |
| Student | Durham | NH | 09/2017 | 11/2018 |
| Natixis Investment Managers | Boston | MA | 10/2022 | 07/2023 |
| Student | Durham | NH | 09/2020 | 12/2021 |
| Student | Durham | NH | 09/2019 | 05/2020 |
| Fidelity Investments | Bellevue | WA | 08/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-03 |
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