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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chick-Fil-A | Colorado Springs | CO | 07/2015 | 11/2019 |
| Creative Consortium | Colorado Springs | CO | 01/2018 | 02/2019 |
| Usaa | Colorado Springs | CO | 11/2019 | 05/2021 |
| Fidelity Investments | Denver | CO | 05/2021 | Present |
| Pikes Peak Community College | Colorado Springs | CO | 01/2018 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-04 |
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