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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 |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Lakewood | CO | 06/2014 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Lakewood | CO | 06/2015 | 11/2017 |
| Transamerica Capital, Inc. | Denver | CO | 11/2017 | 12/2018 |
| Jpmorgan Chase Bank, N.A. | Lakewood | CO | 12/2018 | 09/2021 |
| J.P. Morgan Securities Llc | Lakewood | CO | 12/2018 | 09/2021 |
| Fidelity Investments | Greenwood Village | CO | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-16 |
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