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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
101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • United States
Denver, CO • United States
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 06/2020 | Present |
| Brightedge Technologies Inc | Cleveland | OH | 08/2019 | 06/2020 |
| Miami University | Oxford | OH | 08/2018 | 05/2019 |
| Brick Street Bar And Grill | Oxford | OH | 09/2016 | 10/2018 |
| Quicken Loans | Cleveland | OH | 06/2018 | 08/2018 |
| Miami University | Oxford | OH | 01/2018 | 05/2018 |
| Quicken Loans | Cleveland | OH | 09/2017 | 12/2017 |
| Attention To Detail | Solon | OH | 05/2017 | 09/2017 |
| Miami University | Oxford | OH | 08/2016 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-02 |
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