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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 |
|---|---|---|---|---|
| Mcdonald's | Thornton | CO | 08/2016 | 02/2017 |
| Taco Bell | Westminster | CO | 05/2017 | 08/2017 |
| Todd Creek Golf Club | Thornton | CO | 05/2018 | 09/2018 |
| Costco | Arvada | CO | 03/2019 | 05/2021 |
| Fidelity Investments | Greenwood Village | CO | 05/2021 | Present |
| Metropolitan State University | Denver | CO | 08/2018 | 05/2021 |
| Thornton High School | Thornton | CO | 01/2014 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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