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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-31 |
| TX | RA | APPROVED_RES | 2024-05-31 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 08/2021 | Present |
| Silver Spur Capital | Denver | CO | 11/2018 | 07/2021 |
| Phoenix Steel Service, Inc | Cleveland | OH | 06/2017 | 08/2018 |
| University Of Chicago | Chicago | IL | 03/2015 | 06/2017 |
| Garden Leave | Denver | CO | 08/2018 | 11/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-30 |
| S66 | Uniform Combined State Law Examination | 2014-02-24 |
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