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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-21 |
Branch Locations
11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States
Georgetown, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freddy'S Frozen Custard & Steakburgers | Timnath | CO | 01/2017 | 10/2018 |
| Banana Republic | Loveland | CO | 10/2018 | 12/2019 |
| Freddy'S Frozen Custard & Steakburgers | Timnath | CO | 01/2020 | 05/2021 |
| Fossil Ridge High School | Fort Collins | CO | 07/2014 | 05/2018 |
| Fidelity Investments | Greenwood Village | CO | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-08 |
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