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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Franklin | TN | 10/2017 | 01/2021 |
| Edgewater Beach And Cabana Club | Sea Bright | NJ | 07/2017 | 09/2017 |
| Twin Rivers Marine Construction | Sea Bright | NJ | 09/2016 | 07/2017 |
| The Leaders Group, Inc. | Littleton | CO | 01/2021 | 06/2021 |
| Dpl Financial Partners | Louisville | KY | 01/2021 | 06/2021 |
| Fidelity Investments | Fort Collins | CO | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-129557|OrgNmn:Timnath Middle High School |Org Addr:Timnath,Colorado,US|OBA Nature:I am coaching football at the |Invst Rel:N|Title:Assistant Football Coach|Duties:Coach Highschool Football|StrtDt:08-03-26|TotHrs/mon:40|TrdHrs/mon:0|OBA-105574|OrgNmn:Timnath Middle High School Head Wrestling Coach|Org Addr:Timnath,Colorado,US|OBA Nature:This is to be approved to be a|Invst Rel:N|Title:Head Coach|Duties:I am coaching the sport of wrestling to 25-30 9th through 12th graders at Timnath Middle High School. |StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-29 |
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