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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
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
Aurora, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | OR | 08/2020 | Present |
| Us Bancorp | Grants Pass | OR | 08/2019 | 08/2020 |
| Bank Of America | Hillsboro | OR | 04/2019 | 08/2019 |
| Total Quality Logistics | Tigard | OR | 10/2018 | 04/2019 |
| Unemployed | San Diego | CA | 06/2018 | 10/2018 |
| Timberhill Athletic Club | Corvallis | OR | 09/2017 | 06/2018 |
| General Nutrition Company | Corvallis | OR | 08/2017 | 06/2018 |
| Oregon State University | Corvallis | OR | 09/2016 | 06/2018 |
| Dutch Bros Coffee | Corvallis | OR | 06/2016 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-17 |
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