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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
Lone Tree, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foothill High School | Pleasanton | CA | 08/2013 | 06/2017 |
| Chick-Fil-A | Pleasanton | CA | 02/2017 | 06/2017 |
| California State University Sacramento | Sacramento | CA | 08/2017 | 12/2017 |
| Unemployed | Parker | CO | 01/2018 | 03/2018 |
| Victoria'S Secret | Littleton | CO | 04/2018 | 08/2018 |
| Spoons Soup And Salad | Fort Collins | CO | 09/2018 | 11/2018 |
| Ramskellar Pub And Grub | Fort Collins | CO | 01/2019 | 07/2019 |
| Krazy Karl'S Pizza And Sports Bar | Fort Collins | CO | 04/2019 | 12/2020 |
| H&R Block | Denver | CO | 12/2020 | 04/2021 |
| Fidelity Investments | Greenwood Village | CO | 04/2021 | Present |
| Metropolitan State University | Denver | CO | 01/2021 | 04/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-18 |
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