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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-24 |
Branch Locations
18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Lynnwood | WA | 09/2022 | 10/2022 |
| Katsu Burger | Lynnwood | WA | 02/2020 | 08/2020 |
| Unemployed | Lynnwood | WA | 01/2021 | 03/2021 |
| Costco Wholesale | Issaquah | WA | 10/2023 | 03/2026 |
| Unemployed | Lynnwood | WA | 06/2022 | 07/2022 |
| First Citizens Bank | Bellevue | WA | 10/2022 | 06/2023 |
| Unemployed | Edmonds | WA | 01/2016 | 02/2020 |
| Fidelity Investments | Lynnwood | WA | 04/2026 | Present |
| Umpqua Bank | Seattle | WA | 07/2022 | 09/2022 |
| Umpqua Bank | Seattle | WA | 03/2021 | 03/2022 |
| Umpqua Bank | Seattle | WA | 03/2022 | 06/2022 |
| Unemployed | Kirkland | WA | 06/2023 | 10/2023 |
| Umpqua Bank | Lynnwood | WA | 03/2020 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-27 |
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