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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 04/2021 | 10/2023 |
| Vertafore, Inc. | Denver | CO | 03/2020 | 03/2021 |
| Bnp Paribas Financial Services | Denver | CO | 07/2019 | 03/2020 |
| Vertafore, Inc. | Denver | CO | 03/2020 | 03/2021 |
| Fidelity Investments | Greenwood Village | CO | 03/2024 | 12/2025 |
| Unemployed | Denver | CO | 09/2018 | 07/2019 |
| Gen Ii Fund Services | Denver | CO | 03/2022 | 10/2023 |
| Unemployed | Denver | CO | 01/2020 | 03/2020 |
| Absolute Lawn Care | Littleton | CO | 06/2016 | 09/2016 |
| Unemployed | Denver | CO | 09/2016 | 03/2017 |
| Unemployed | Denver | CO | 10/2017 | 06/2018 |
| Park Burger | Denver | CO | 03/2017 | 10/2017 |
| Unemployed | Denver | CO | 10/2023 | 03/2024 |
| Fidelity Investments | Greenwood Village | CO | 03/2021 | 03/2022 |
| Cologix, Inc | Denver | CO | 06/2018 | 09/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 12/2025 |
| Wells Fargo Advisors Financial Network, Llc | Salem | OR | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-16 |
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