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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
Broomfield, CO • United States
101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Broomfield | CO | 07/2021 | 04/2022 |
| Gohealth | Chicago | IL | 04/2021 | 07/2021 |
| Self Employed | Broomfield | CO | 03/2018 | 04/2021 |
| Denver Options/Aurora Public Schools | Aurora | CO | 08/2017 | 05/2018 |
| Ashford University | Denver | CO | 05/2017 | 07/2017 |
| Wgu | Salt Lake City | UT | 11/2012 | 04/2017 |
| Fidelity Investments | Broomfield | CO | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-119039|OrgNmn:Madly Custom|Org Addr:Broomfield,Colorado,US|OBA Nature:Business creating premium, per|Invst Rel:N|Title:Sole Proprietor|Duties:owner and operator|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-08 |
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