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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-25 |
| TX | RA | APPROVED | 2025-11-25 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 09/2025 | Present |
| Miracles Of Health | Loveland | CO | 05/2022 | 09/2025 |
| Tiaa | Denver | CO | 09/2006 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-23 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-23 |
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