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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
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Plano | TX | 06/2021 | 05/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 06/2021 | 05/2022 |
| Amazon | Frisco | TX | 10/2020 | 02/2021 |
| Moviehouse And Eatery | Frisco | TX | 07/2019 | 03/2020 |
| Olive Garden | Mckinney | TX | 11/2017 | 06/2018 |
| Cheddars | Allen | TX | 11/2017 | 12/2017 |
| Pluckers | Plano | TX | 07/2017 | 10/2017 |
| Home Depot | Frisco | TX | 08/2020 | 09/2020 |
| Lowe's | Plano | TX | 07/2016 | 10/2016 |
| Lone Star Logistics And Delivery | Frisco | TX | 10/2020 | 02/2021 |
| Ross Stores | Frisco | TX | 10/2019 | 11/2019 |
| Unemployed | Plano | TX | 11/2016 | 02/2017 |
| Unemployed | Mckinney | TX | 07/2018 | 06/2019 |
| Unemployed | Mckinney | TX | 03/2021 | 05/2021 |
| Unemployed | Mckinney | TX | 03/2017 | 06/2017 |
| Unemployed | Mckinney | TX | 04/2020 | 07/2020 |
| Fidelity Investments | Denver | CO | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-21 |
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