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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mammut Sports Group Inc | Williston | VT | 03/2023 | 05/2023 |
| Eastern Creative | Portland | ME | 03/2023 | 03/2023 |
| Thoropass (Formerly Laika) | New York | NY | 02/2023 | 03/2023 |
| Snappy Kraken | Ormond Beach | FL | 11/2022 | 02/2023 |
| Hopin | Wilmington | DE | 11/2020 | 07/2022 |
| Bell Valley Retreat | Boonville | CA | 10/2018 | 03/2020 |
| Gather Restaurant | Berkeley | CA | 06/2018 | 03/2020 |
| Joey Schusler Films | Boulder | CO | 04/2018 | 04/2018 |
| Kitchen Next Door | Boulder | CO | 09/2015 | 06/2018 |
| Salewa North America | Boulder | CO | 08/2017 | 02/2018 |
| Freeskier Magazine | Niwot | CO | 02/2016 | 08/2017 |
| Freelance Journalist (Warren Miller Entertainment) | Boulder | CO | 02/2017 | 09/2018 |
| Fidelity Investments | Redmond | WA | 07/2023 | Present |
| Unemployed | Berkeley | CA | 03/2020 | 11/2020 |
| Unemployed | Berkeley | CA | 07/2022 | 11/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-20 |
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