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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Tigard | OR | 06/2023 | Present |
| Fisher Investments | Camas | WA | 06/2022 | 06/2023 |
| Baskin Robbins | Vancouver | WA | 01/2020 | 06/2023 |
| Skyview High School | Vanouver | WA | 08/2018 | 06/2019 |
| Hosanna Christian School | Vancouver | WA | 08/2014 | 06/2018 |
| Washington State University | Vancouver | WA | 08/2021 | 05/2023 |
| Clark College | Vancouver | WA | 09/2019 | 06/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-03 |
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