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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
3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • United States
1109 Oak Park Drive Suite 100, Fort Collins, CO 80525-6212 • United States
Fort Collins, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 03/2021 | Present |
| Dick'S Sporting Goods | Fort Worth | TX | 09/2020 | 02/2021 |
| University Of Texas At Austin | Austin | TX | 08/2016 | 05/2020 |
| The Ripken Experience | Pigeon Forge | TN | 06/2019 | 08/2019 |
| Cracker Barrel Old Country Store | Fort Worth | TX | 05/2018 | 08/2018 |
| Cracker Barrel Old Country Store | Fort Worth | TX | 05/2017 | 08/2017 |
| Unemployed | Fort Worth | TX | 06/2020 | 08/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-14 |
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