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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • United States
Beaverton, OR • United States
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 |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 02/2017 | 05/2017 |
| La Fitness | Saint Petersburg | FL | 01/2013 | 02/2017 |
| University Of South Florida Saint Petersburg | Saint Petersburg | FL | 05/2016 | 02/2017 |
| Binger Financial Services | Saint Petersburg | FL | 02/2016 | 12/2016 |
| Uber | Hoboken | FL | 05/2017 | 02/2018 |
| Morgan Stanley | Temple Terrace | FL | 02/2018 | 07/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | 07/2023 |
| Fidelity Investments | Beaverton | OR | 08/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-28 |
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