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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
655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alisped Usa Inc | Lynbrook | NY | 01/2015 | 01/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2017 | 01/2018 |
| Northwestern Mutual Investment Services Llc | New York | NY | 02/2017 | 01/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2017 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bayside | NY | 01/2018 | 09/2019 |
| Bank Of America, N.A. | Bayside | NY | 06/2018 | 09/2019 |
| Fisher Investments | Camas | WA | 09/2019 | 06/2022 |
| Fidelity Investments | Vancouver | WA | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-15 |
| S66 | Uniform Combined State Law Examination | 2018-05-25 |
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