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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
1518 6Th Ave, Seattle, WA 98101-1706 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington National Guard | Camp Murray | WA | 07/2021 | 12/2021 |
| U.S. Census Bureau | Sammamish | WA | 07/2020 | 10/2020 |
| Equitable Advisors | Bellevue | WA | 01/2021 | 05/2021 |
| Fidelity Investments | Bellevue | WA | 12/2021 | Present |
| Unemployed | Sammamish | WA | 05/2021 | 07/2021 |
| Unemployed | Sammamish | WA | 10/2020 | 01/2021 |
| Unemployed | Sammamish | WA | 04/2012 | 07/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-11 |
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