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Account
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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
Keystone, CO • United States
343 S Teller St, Lakewood, CO 80226-7387 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riptide Lacrosse | Santa Barbara | CA | 08/2016 | 06/2019 |
| The Black Sheep Sb | Santa Barbara | CA | 10/2017 | 08/2019 |
| Jane Restaurant | Santa Barbara | CA | 08/2019 | 03/2020 |
| Fidelity Investments | Greenwood Village | CO | 01/2021 | Present |
| Unemployed | Novato | CA | 03/2020 | 11/2020 |
| Nordstrom | Corte Madera | CA | 11/2020 | 01/2021 |
| Nordstrom | Corte Madera | CA | 06/2018 | 08/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-17 |
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