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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
1518 6Th Ave, Seattle, WA 98101-1706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 11/2017 | 10/2018 |
| Automatic Data Processing Llc | Milpitas | CA | 09/2016 | 11/2017 |
| Extended Travel | Santa Clara | CA | 03/2016 | 09/2016 |
| Overlake Golf And Country Club | Medina | WA | 06/2012 | 09/2016 |
| Bank Of America, N.A. | Menlo Park | CA | 06/2018 | 10/2018 |
| Charles Schwab & Co., Inc. | Sunnyvale | CO | 10/2018 | 05/2020 |
| Charles Schwab Bank | Sunnyvale | CO | 10/2018 | 05/2020 |
| E*Trade Securities Llc | Seattle | WA | 05/2020 | 01/2021 |
| E*Trade Capital Management Llc | Seattle | WA | 05/2020 | 01/2021 |
| E*Trade Securities Llc | Kirkland | WA | 01/2021 | 08/2022 |
| E*Trade Capital Management Llc | Kirkland | WA | 01/2021 | 08/2022 |
| Fidelity Investments | Seattle | WA | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-08 |
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