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11245 Se 6Th Street Suite 140, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-22 |
| NH | RA | APPROVED | 2025-03-13 |
| AK | RA | APPROVED | 2025-03-12 |
| TX | RA | APPROVED_RES | 2025-03-12 |
| CA | RA | APPROVED | 2025-03-11 |
| WA | RA | APPROVED | 2025-03-11 |
Branch Locations
11245 Se 6Th Street Suite 140, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Westlake | TX | 01/2019 | 03/2024 |
| Vonlane | Dallas | TX | 10/2018 | 12/2018 |
| Lyft Rideshare Services | Fort Worth | TX | 11/2015 | 01/2019 |
| Resource Personnel Consultants | Addison | TX | 12/2018 | 01/2019 |
| American Airlines | New York | NY | 03/2017 | 04/2018 |
| North Garland Dental | Garland | TX | 08/2016 | 11/2016 |
| Buffalo Wild Wings | Keller | TX | 02/2016 | 03/2017 |
| Fidelity Investments | Bellevue | WA | 01/2019 | 03/2024 |
| Mainsail Financial Group, Llc | Bellevue | WA | 02/2025 | Present |
| Unemployment | Seattle | WA | 03/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-09 |
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