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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
101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 06/2021 | Present |
| First Trust Portfolios | Wheaton | IL | 05/2019 | 08/2019 |
| Willow Creek Restaurant | Evergreen | CO | 04/2020 | 08/2020 |
| Willamette University | Salem | OR | 08/2020 | 06/2021 |
| Willamette University | Salem | OR | 08/2019 | 05/2020 |
| Evergreen High School | Evergreen | CO | 08/2015 | 05/2017 |
| Natural Grocers | Evergreen | CO | 05/2017 | 08/2017 |
| Domino's Pizza | Evergreen | CO | 05/2018 | 08/2018 |
| Willamette University | Salem | OR | 08/2017 | 05/2018 |
| Willamette University | Salem | OR | 08/2018 | 05/2019 |
| Jimmy Johns | Evergreen | CO | 12/2020 | 01/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
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