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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
10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States
Kirkland, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mount St. Joseph University | Cincinnati | OH | 01/2014 | 12/2017 |
| Home Depot Co. | Florence | KY | 01/2017 | 03/2017 |
| Macy's Inc. | Cincinnati | OH | 08/2017 | 12/2017 |
| Fidelity Brokerage Services Llc | Covington | KY | 12/2017 | Present |
| Independent Contractor | Cincinnati | OH | 06/2012 | 11/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-07 |
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