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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
10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5288 • United States
Colorado Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St Paul | MN | 06/2020 | 05/2022 |
| Securian Financial Services Inc | St Paul | MN | 06/2020 | 05/2022 |
| Strategic Financial Partners | Colorado Springs | CO | 06/2020 | 05/2022 |
| United States Air Force Academy | Usaf Academy | CO | 08/2016 | 06/2020 |
| Fidelity Investments | Colorado Springs | CO | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-29 |
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