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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 |
|---|---|---|---|---|
| University Of Northern Colorado | Greeley | CO | 02/2016 | 08/2019 |
| Guy Healy | Fukuoka | 06/2017 | 08/2017 | |
| Wingstop | Greeley | CO | 10/2017 | 06/2018 |
| Windsor High School | Windsor | CO | 11/2017 | 05/2019 |
| Tall Grass Liquors | Aurora | CO | 05/2019 | 08/2019 |
| Enterprise Rent A Car | Fort Collins | CO | 08/2019 | 03/2020 |
| Unemployed | Centennial | CO | 04/2020 | 09/2020 |
| United Postal Service | Aurora | CO | 10/2020 | 12/2020 |
| Unemployed | Aurora | CO | 01/2021 | 04/2021 |
| Fidelity Investments | Greenwood Village | CO | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-08 |
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