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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-25 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Fort Collins | CO | 05/2018 | 08/2018 |
| Fidelity Investments | Redmond | WA | 04/2024 | Present |
| Self Employed | Savannah | GA | 08/2020 | 01/2022 |
| Self Employed | Fort Collins | CO | 08/2017 | 05/2018 |
| King Soopers | Fort Collins | CO | 01/2017 | 05/2017 |
| Colorado State University | Fort Collins | CO | 09/2016 | 12/2016 |
| Unemployed | Fort Collins | CO | 01/2019 | 02/2019 |
| Usi Insurance Services | Seattle | WA | 01/2023 | 03/2024 |
| Unemployed | Lynnwood | WA | 06/2022 | 12/2022 |
| Green Truck Pub | Savannah | GA | 07/2021 | 05/2022 |
| Sunshine House | Fort Collins | CO | 02/2019 | 08/2020 |
| Self Employed | Fort Collins | CO | 05/2017 | 08/2017 |
| University Of Limerick | Limerick | 08/2018 | 12/2018 | |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
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