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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
Colorado Springs, CO • United States
10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5288 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Colorado Springs | CO | 05/2016 | 05/2021 |
| Uber Technologies Inc. | Colorado Springs | CO | 04/2016 | 08/2022 |
| Fidelity Investments | Colorado Springs | CO | 09/2022 | Present |
| Guaranteed Rate | Colorado Springs | CO | 05/2021 | 07/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-15 |
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