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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-10 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
Lake Forest Park, WA • United States
18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| G4S Secure Solutions Inc | Seattle | WA | 04/2016 | 07/2017 |
| Securitas Security Service Usa, Inc | Seattle | WA | 06/2017 | 01/2021 |
| Victory Marine Llc | Seattle | WA | 07/2022 | 10/2022 |
| Ups | Bothell | WA | 11/2022 | 12/2022 |
| University Of Washington Bothell | Bothell | WA | 01/2021 | 08/2022 |
| Fidelity Investments | Tukwila | WA | 07/2023 | Present |
| Uber Technologies | Seattle | WA | 06/2018 | 07/2023 |
| Amazon.cOm Inc | Seattle | WA | 04/2022 | 07/2023 |
| Doordash Inc | Seattle | WA | 07/2021 | 07/2023 |
| Postmates | Seattle | WA | 08/2018 | 12/2020 |
| Edmonds Community College | Lynnwood | WA | 01/2017 | 12/2020 |
| Instacart | Seattle | WA | 01/2023 | 07/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-104324|OrgNmn:Uber Technologies |Org Addr:Seattle,Washington,US|OBA Nature:My role across these platforms|Invst Rel:N|Title:Independent Contractor|Duties:Use my own personal vehcile to deliver food to uber customers.|StrtDt:07-01-18|TotHrs/mon:15|TrdHrs/mon:0|OBA-104326|OrgNmn:DoorDash Inc|Org Addr:Seattle,Washington,US|OBA Nature:I pick up food from resturants|Invst Rel:N|Title:Independent Contractor|Duties:I use my personal car to deliver food to customers.|StrtDt:07-01-21|TotHrs/mon:10|TrdHrs/mon:0|OBA-104327|OrgNmn:Amazon.com INC|Org Addr:Seattle,Washington,US|OBA Nature:I pick up groceries and delive|Invst Rel:N|Title:Independent Contractor|Duties:Pick up groceries to customers .|StrtDt:04-04-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-104329|OrgNmn:Instacart|Org Addr:Seattle,Washington,US|OBA Nature:Pick up grocery from stores an|Invst Rel:N|Title:Independent Contractor|Duties:Go to grocery stores and shop for customers. Once completed deliver grocieries to customers|StrtDt:01-23-23|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-03 |
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