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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-21 |
| TX | RA | APPROVED | 2026-05-21 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 01/2026 | Present |
| Colorado State University | Fort Collins | CO | 08/2017 | 05/2018 |
| Colorado State University | Fort Collins | CO | 08/2017 | 05/2018 |
| Colorado State University | Fort Collins | CO | 08/2013 | 05/2017 |
| Bandellau Capital, Llc | Aurora | CO | 03/2022 | 09/2023 |
| Unemployed | Aurora | CO | 10/2025 | 12/2025 |
| Unemployed | Aurora | CO | 02/2017 | 07/2017 |
| Scottrade | Fort Collins | CO | 07/2015 | 01/2017 |
| Adt Security Services | Aurora | CO | 07/2025 | 09/2025 |
| Unemployed | Aurora | CO | 02/2024 | 06/2025 |
| Standish Management | Denver | CO | 05/2018 | 02/2022 |
| Alpha Alt Fund Services | Carlsbad | CA | 07/2022 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-12 |
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