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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Highlands Ranch, CO • United States
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starz Entertainment | Englewood | CO | 10/1999 | 06/2020 |
| American United Life | Highlands Ranch | CO | 11/2020 | 02/2021 |
| Oneamerica Securities | Highlands Ranch | CO | 01/2021 | 02/2021 |
| Unemployed | Highlands Ranch | CO | 07/2020 | 10/2020 |
| Fidelity Investments | Greenwood Village | CO | 02/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-09 |
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