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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
Highlands Ranch, CO • United States
Highlands Ranch, CO • United States
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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 |
|---|---|---|---|---|
| Unemployed | Highlands Ranch | CO | 04/2011 | 01/2017 |
| Panera Bread | Highlands Ranch | CO | 01/2017 | 07/2017 |
| Unemployed | Highlands Ranch | CO | 07/2017 | 02/2018 |
| Cutco | Highlands Ranch | CO | 02/2018 | 04/2018 |
| Unemployed | Highlands Ranch | CO | 04/2018 | 05/2019 |
| Epic Movers | Highlands Ranch | CO | 05/2019 | 08/2019 |
| Unemployed | Highlands Ranch | CO | 08/2019 | 07/2020 |
| Grub Hub | Highlands Ranch | CO | 07/2020 | 04/2021 |
| Unemployed | Highlands Ranch | CO | 04/2021 | 06/2021 |
| Fidelity Investments | Greenwood Village | CO | 06/2021 | Present |
| Mountain Vista Highschool | Highlands Ranch | CO | 08/2013 | 05/2018 |
| Colorado State University | Fort Collins | CO | 08/2018 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-16 |
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