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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
8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States
9185 East Westview Road, Lone Tree, CO 80124-5134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Truck And Business Services | Laramie | WY | 02/2020 | 06/2020 |
| Unemployed | Aurora | CO | 06/2020 | 09/2020 |
| Fidelity Investments | Greenwood Village | CO | 09/2020 | Present |
| Unemployed | Laramie | WY | 09/2019 | 02/2020 |
| Mutual Of Omaha | Greenwood Village | CO | 06/2019 | 09/2019 |
| Jimmy Johns | Laramie | WY | 06/2018 | 06/2019 |
| Front Range Recreation | Aurora | CO | 05/2016 | 09/2016 |
| Unemployed | Laramie | WY | 09/2016 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-06 |
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