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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-16 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
Bonney Lake, WA • United States
7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 10/2016 | 12/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 11/2016 | 12/2018 |
| Keybank | Bellevue | WA | 01/2019 | 07/2021 |
| Key Investment Services | Bellevue | WA | 01/2019 | 07/2021 |
| Morgan Stanley | Tacoma | WA | 08/2021 | 03/2023 |
| The Retirement Solution | Redmond | WA | 03/2023 | 06/2024 |
| Fidelity Investments | Redmond | WA | 08/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-20 |
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