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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
281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States
Boulder, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Boulder | CO | 01/2018 | 10/2024 |
| Fidelity Investments | Broomfield | CO | 10/2024 | Present |
| Seagate Technologies | Longmont | CO | 06/2014 | 01/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-121938|OrgNmn:Kids Luv Sports Inc|Org Addr:Arvada,Colorado,US|OBA Nature:Non profit dedicated to promot|Invst Rel:N|Title:Volunteer|Duties:I think I will just be working a concession stand.|StrtDt:|TotHrs/mon:9|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-05 |
| S65 | Uniform Investment Adviser Law Examination | 2001-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-13 |
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