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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • United States
Vancouver, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oregon State College Of Business | Corvallis | OR | 09/2023 | 05/2024 |
| Horst And Graben Wealth Management | Lake Oswego | OR | 06/2022 | 09/2022 |
| Westview High School | Portland | OR | 09/2016 | 06/2020 |
| Amazon Fresh | Portland | OR | 07/2020 | 11/2022 |
| Da Davidson Capital Markets | Portland | OR | 06/2023 | 08/2023 |
| Fidelity Investments | Vancouver | WA | 06/2024 | Present |
| Oregon State University | Corvallis | OR | 09/2020 | 06/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-06 |
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