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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
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 Investments | Tukwila | WA | 10/2016 | Present |
| Windermere Real Estate | Edmonds | WA | 11/2014 | 10/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-15033|OrgNmn:Dog trainer/handler|Org Addr:Seattle,Washington,US|OBA Nature:Dog handler, breeder, groomer |Invst Rel:N|Title:Handler/Breeder/Owner|Duties:Showing, handling, grooming, caring for and training dogs, raising and breeding.|StrtDt:01-20-17|TotHrs/mon:20|TrdHrs/mon:0|OBA-119539|OrgNmn:Wimsal LLC|Org Addr:Sheridan,Wyoming,US|OBA Nature:Real Estate property purchasin|Invst Rel:Y|Title:Business Owner|Duties:Analyzing properties, updating properties and getting ready for resale or to be rented.|StrtDt:05-27-25|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-24 |
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