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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
Jacksonville, FL • 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 |
|---|---|---|---|---|
| Terra Strategies | Raleigh | NC | 08/2016 | 10/2016 |
| Hillary For America | Charlotte | NC | 10/2016 | 11/2016 |
| Denver Jewish Day School | Denver | CO | 11/2016 | 03/2020 |
| Mike Bloomberg For America | Denver | CO | 03/2020 | 04/2020 |
| Fist With Purpose | Denver | CO | 01/2020 | 09/2020 |
| Fidelity Investments Llc | Greenwood Village | CO | 09/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-129824|OrgNmn:GoPuff Delivery|Org Addr:Aurora,Colorado,US|OBA Nature:on-demand consumer goods deliv|Invst Rel:N|Title:Independent Contractor|Duties:Pick up and deliver pre-packaged consumer goods to customers No involvement in financial services, investing, or advisory activities No client|StrtDt:05-07-26|TotHrs/mon:12|TrdHrs/mon:0|OBA-129825|OrgNmn:Renting Townhouse|Org Addr:Aurora,Colorado,US|OBA Nature:real estate rental|Invst Rel:Y|Title:Landlord|Duties:received monthly rent; be available to schedule maintenance repairs|StrtDt:07-01-26|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-28 |
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