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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-24 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Master Floors, Inc. | Colorado Springs | CO | 03/2021 | 05/2022 |
| Entech Engineering Inc. | Colorado Springs | CO | 02/2021 | 12/2021 |
| T. Rowe Price | Colorado Springs | CO | 06/2020 | 02/2021 |
| Populous Group | Colorado Springs | CO | 10/2019 | 06/2020 |
| Peter Claton Allstate Insurance Agency | Colorado Springs | CO | 06/2018 | 10/2019 |
| Fidelity | Colorado Springs | CO | 05/2022 | Present |
| Customer Scout Inc. | Denver | CO | 06/2017 | 12/2018 |
| Papa Johns | Monument | CO | 08/2017 | 09/2017 |
| Albertson Companies Inc | Monument | CO | 07/2017 | 08/2017 |
| Chikfila | Colorado Springs | CO | 04/2017 | 05/2017 |
| Pikes Peak Community College | Colorado Springs | CO | 01/2014 | 03/2017 |
| University Of Colorado, Colorado Springs (Uccs) | Colorado Springs | CO | 05/2018 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-08 |
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