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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
304 Strander Blvd, Tukwila, WA 98188-2939 • United States
Lakewood, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Federal Way | WA | 02/2017 | 03/2021 |
| Lowes Home Improvement | Seattle | WA | 03/2016 | 02/2017 |
| Bank Of America, N.A. | Federal Way | WA | 12/2017 | 03/2021 |
| Fidelity Investments | Tukwila | WA | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-16 |
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