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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States
3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States
8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado Mesa University | Grand Junction | CO | 01/2015 | 05/2018 |
| Colorado Mesa University | Grand Junction | CO | 01/2016 | 05/2018 |
| Buffalo Wild Wings | Grand Junction | CO | 07/2016 | 04/2018 |
| Unemployed | Albuquerque | NM | 06/2018 | 07/2018 |
| Workbridge Associates | Dallas | TX | 08/2018 | 11/2018 |
| Buffalo Wild Wings | Albuquerque | NM | 12/2018 | 04/2019 |
| Mercedes-Benz Of Albuquerque | Albuquerque | NM | 04/2019 | 06/2019 |
| Fidelity Investments | Albuquerque | NM | 06/2019 | 05/2020 |
| Fidelity Investments | Denver | CO | 05/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-20 |
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