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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-05 |
| TX | 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 |
|---|---|---|---|---|
| Northwestern Mutual | The Woodlands | TX | 01/2023 | 09/2023 |
| Perry'S Steakhouse & Grille | Houston | TX | 11/2021 | 05/2022 |
| Zipfizz Energy | Humble | TX | 09/2021 | 11/2021 |
| Lifetime Gym | Humble | TX | 05/2019 | 12/2019 |
| Pappas Seafood House | Humble | TX | 05/2018 | 12/2018 |
| Texas Roadhouse | Kingwood | TX | 01/2018 | 08/2018 |
| Hollywood Casino At Charles Town Races | Charles Town | WV | 01/2017 | 07/2017 |
| Cracker Barrel Old Country Store | Fairmont | WV | 11/2016 | 12/2016 |
| Umemlpoyed | Charles Town | WV | 03/2016 | 11/2016 |
| Full-Time Student | Houston | TX | 01/2020 | 09/2021 |
| Unemployed | Houston | TX | 05/2022 | 12/2022 |
| Fidelity Investments | Friendswood | TX | 12/2023 | Present |
| Unemployed | Charles Town | WV | 08/2017 | 01/2018 |
| Full-Time Student | Houston | TX | 01/2019 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-18 |
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