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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | El Cajon | CA | 04/2017 | 11/2023 |
| Western Wealth Management, Llc | El Cajon | CA | 05/2017 | 11/2023 |
| Unemployed | Parker | CO | 11/2023 | 01/2024 |
| Western Wealth Advisors, Llc | Golden | CO | 04/2015 | 04/2017 |
| Fidelity Investments | Greenwood Village | CO | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-106244|OrgNmn:Denver Church of Christ|Org Addr:Arvada,Colorado,US|OBA Nature:Church|Invst Rel:N|Title:Children's Ministry Coordinator|Duties:I am a childrens ministry coordinator. I also am in charge of how the budget gets spent for our church region. I make sure that teachers are w|StrtDt:03-01-24|TotHrs/mon:2|TrdHrs/mon:0|OBA-106243|OrgNmn:Stonegate Village Metropolition District|Org Addr:parker,Colorado,US|OBA Nature:I am a volunteer for our HOA d|Invst Rel:N|Title:pocket neighboorhood coordinator.|Duties:I plan and host activities for our small pocket negihboorhood and then get reimbursed by the HOA.|StrtDt:03-01-24|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-07 |
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