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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-24 |
Branch Locations
1910 Fairview Ave E, Suite 200, Seattle, WA 98102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Redmond | WA | 10/2017 | 04/2026 |
| Adamec Harley-Davidson | Jacksonville | FL | 08/2017 | 10/2017 |
| Coca-Cola | Jacksonville | FL | 08/2012 | 08/2017 |
| Corient Services Llc | Miami | FL | 04/2026 | Present |
| Corient | Seattle | WA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-04 |
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