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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-12 |
| ID | RA | APPROVED | 2025-03-31 |
Branch Locations
79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington State University | Pullman | WA | 07/2013 | 08/2017 |
| Leupold & Stevens | Beaverton | WA | 03/2021 | 04/2023 |
| Smt Holdings Llc | Hillsboro | OR | 07/2020 | 03/2021 |
| Unemployed | Castle Rock | WA | 05/2023 | 07/2023 |
| Unemployed | Castle Rock | WA | 03/2024 | 06/2024 |
| Equitable Advisors, Llc | New York | NY | 07/2023 | 02/2024 |
| Unemployed | Castle Rock | WA | 08/2017 | 12/2017 |
| Fidelity Investments | Boise | ID | 07/2024 | Present |
| Clark County Assessor'S Office | Vancouver | WA | 01/2018 | 09/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-03 |
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