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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Tempe | AZ | 02/2018 | 07/2018 |
| Crown Distributing | Arlington | WA | 06/2014 | 10/2017 |
| Washington State University | Pullman | WA | 08/2013 | 05/2017 |
| Pacific Capital Resource Group / Penn Mutual Life Insurance Comp | Seattle | WA | 09/2018 | 10/2018 |
| Unemployed | Arlington | WA | 11/2018 | 03/2019 |
| J.P. Morgan Securities Llc | Seattle | WA | 04/2019 | 02/2022 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 04/2019 | 02/2022 |
| Edward Jones | Arlington | WA | 11/2017 | 02/2018 |
| Unemployed | Arlington | WA | 07/2018 | 08/2018 |
| Fidelity Investments | Seattle | WA | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-16 |
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