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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
Highlands Ranch, CO • United States
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Air Force | Offutt Afb | NE | 03/2013 | 07/2017 |
| Bellevue University | Bellevue | NE | 07/2017 | 03/2021 |
| First Command | Fort Worth | TX | 10/2020 | 01/2021 |
| First Command Brokerage Services | Fort Worth | TX | 01/2021 | 07/2021 |
| First Command Advisory Services | Fort Worth | TX | 01/2021 | 07/2021 |
| First Command Insurance Services | Fort Worth | TX | 01/2021 | 07/2021 |
| Mutual Of Omaha Investor Services | Omaha | NE | 09/2021 | 04/2022 |
| Mutual Of Omaha Insurance Company | Omaha | NE | 09/2021 | 04/2022 |
| Fidelity Investments | Greenwood Village | CO | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-12 |
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