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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 |
|---|---|---|---|---|
| Ameriprise Financial Services | Vancouver | WA | 05/2023 | 01/2024 |
| Farmers Insurance Group | Vancouver | WA | 04/2020 | 05/2023 |
| Federal Express Ground | Troutdale | OR | 07/2019 | 04/2020 |
| Apartment Mgmt Consultants Llc | Vancouver | WA | 10/2018 | 07/2019 |
| Western Electrical Services | Vancouver | WA | 11/2017 | 10/2018 |
| Corvell Llc | Vancouver | WA | 01/2013 | 10/2017 |
| Fidelity Investments | San Francisco | CA | 02/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-27 |
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