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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 |
|---|---|---|---|---|
| Youth For Christ | Englewood | CO | 08/2013 | 03/2017 |
| Eating Recovery Center | Denver | CO | 03/2017 | 08/2019 |
| Adecco Staffing | Denver | CO | 08/2019 | 10/2019 |
| Vasa Fitness | Aurora | CO | 10/2019 | 07/2021 |
| Fidelity Investments | Denver | CO | 06/2021 | Present |
| House/Dog Sitting | Greenwood Village | CO | 01/2016 | 06/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-60524|OrgNmn:Dog/House Sitting|Org Addr:Centennial,Colorado,US|OBA Nature:House sitting for individuals |Invst Rel:N|Title:Pet/home Caretaker while statione|Duties:Pet Caretaker|StrtDt:01-01-16|TotHrs/mon:6|TrdHrs/mon:0|OBA-100817|OrgNmn:Catering By Design|Org Addr:Denver,Colorado,US|OBA Nature:Catering/Events|Invst Rel:N|Title:Back of the house EE|Duties:Back of the House food prep|StrtDt:07-22-23|TotHrs/mon:6|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-11 |
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