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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Seattle | WA | 03/2023 | Present |
| University Of Washington | Seattle | WA | 01/2019 | 03/2023 |
| Cascadia Capital | Seattle | WA | 05/2022 | 08/2022 |
| Cascadia Capital | Seattle | WA | 10/2021 | 12/2021 |
| Radiance Mental Health | Wilmington | DE | 07/2021 | 09/2021 |
| Target Corporation | Minneapolis | MN | 03/2020 | 11/2022 |
| Ski Lifts Incorporated | Snoqualmie Pass | WA | 12/2019 | 03/2020 |
| Unemployed | Issaquah | WA | 03/2013 | 12/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-28 |
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