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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 |
|---|---|---|---|---|
| Hoopsource Basketball | Portland | OR | 09/2017 | 09/2020 |
| United Parcel Service Inc | Bend | OR | 11/2020 | 12/2020 |
| Corner Stone Valley | Independence | OR | 06/2018 | 05/2019 |
| Pg Edeavors Llc | Monmouth | OR | 05/2019 | 10/2020 |
| Fidelity Investments | Bellevue | WA | 03/2024 | Present |
| Unemployed | Shoreline | WA | 01/2024 | 03/2024 |
| Western Oregon Univ | Monmouth | OR | 06/2016 | 09/2017 |
| Mid Oregon Federal Credit Union | Bend | OR | 01/2021 | 01/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-16 |
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