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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
2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Beaverton | OR | 01/2023 | Present |
| First Tech Federal Credit Union | Hillsboro | OR | 05/2015 | 11/2019 |
| Unemployed/Homemaker | Beaverton | OR | 11/2019 | 01/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-95751|OrgNmn:Rachael Alphonso|Org Addr:Beaverton,Oregon,US|OBA Nature: childcare payroll processing |Invst Rel:N|Title:Registered Business Owner|Duties:None, the EIN is being used by a payroll processing firm to manage all of the paperwork and tax filings. |StrtDt:06-01-22|TotHrs/mon:3|TrdHrs/mon:0|OBA-97653|OrgNmn:Pass it On Consignment Sale|Org Addr:Beaverton,Oregon,US|OBA Nature:The business is a retail consi|Invst Rel:N|Title:Team Lead for Volunteer activites|Duties:working periodic shifts outside of Fidelity business hours to gain a higher return on my sales profits. I will be cashiering, organizing sales|StrtDt:04-08-23|TotHrs/mon:6|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-20 |
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