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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
Arlington, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 02/2021 | Present |
| Trainheroic Llc | Denver | CO | 10/2019 | 02/2021 |
| Real Colorado Soccer Club | Highlands Ranch | CO | 08/2016 | 10/2019 |
| Elite Speed Sports Performance | Centennial | CO | 08/2017 | 10/2019 |
| Sterling's Team Speed | Centennial | CO | 05/2015 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-01 |
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