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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-13 |
| CO | RA | APPROVED | 2025-03-31 |
Branch Locations
1109 Oak Park Drive Suite 100, Fort Collins, CO 80525-6212 • United States
Greenwood Village, CO • United States
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 |
|---|---|---|---|---|
| Fidelity Investments | Fort Collins | CO | 05/2021 | Present |
| Colorado State University - College Of Business | Fort Collins | CO | 01/2021 | 05/2021 |
| Colorado State University - Event Planning Services | Fort Collins | CO | 08/2018 | 05/2021 |
| American Eagle Outfitters | Castle Rock | CO | 06/2016 | 08/2018 |
| Fuzzy's Taco Shop | Windsor | CO | 06/2020 | 07/2020 |
| King Soopers | Fort Collins | CO | 07/2020 | 08/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-13 |
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