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One Technology Drive Suite 100, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-30 |
| TX | RA | APPROVED | 2026-06-30 |
Branch Locations
Broomfield, CO • United States
One Technology Drive Suite 100, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy High School | Broomfield | CO | 08/2015 | 05/2018 |
| Crossfit Mbs | Broomfield | CO | 05/2018 | 08/2018 |
| Cuesta College | San Luis Obispo | CA | 08/2018 | 12/2018 |
| Front Range Community College | Westminster | CO | 01/2019 | 07/2019 |
| Crossfit Mbs | Broomfield | CO | 04/2019 | 07/2019 |
| Cali Kids Fitness | San Luis Obispo | CA | 09/2018 | 12/2018 |
| Crossfit Ncs | Colorado Springs | CO | 09/2019 | 11/2019 |
| University Of Colorado Colorado Springs | Colorado Springs | CO | 08/2019 | 02/2021 |
| University Of Colorado Colorado Springs | Colorado Springs | CO | 02/2020 | 12/2020 |
| Fidelity Investments | Greenwood Village | CO | 01/2021 | 06/2026 |
| Grimes & Company | Westborough | MA | 06/2026 | Present |
Independent Insurance Agent; not investment-related; started 02/2023; approximately 2 hours per month, all during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-14 |
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