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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
1518 6Th Ave, Seattle, WA 98101-1706 • United States
Shoreline, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ups | Bremerton | WA | 10/2019 | 12/2019 |
| Quality Floor Service | Seattle | WA | 10/2017 | 01/2018 |
| Fidelity Investments | Seattle | WA | 02/2024 | Present |
| Self-Employed | Missoula | MT | 06/2014 | 02/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-107148|OrgNmn:Guiding|Org Addr:Missoula,Montana,US|OBA Nature:Tour Guide Service|Invst Rel:N|Title:Proprietor|Duties:None|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-01 |
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