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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_RES | 2025-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2015 | 09/2020 |
| Bellco Credit Union | Westminster | CO | 03/2018 | 09/2020 |
| Unemployed | Westminster | CO | 09/2020 | 01/2021 |
| Fidelity Investments | Greenwood Village | CO | 01/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-104172|OrgNmn:American Heritage Girls troop 3031|Org Addr:Broomfield,Colorado,US|OBA Nature:Leadership and character devel|Invst Rel:Y|Title:Treasurer for chapter 3031|Duties:Handle Dues and pay bills as approved by committee. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-15 |
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