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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 |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 07/2021 | Present |
| Killingly High School | Dayville | CT | 06/2014 | 06/2018 |
| Seton Hall University | South Orange | NJ | 06/2018 | 05/2019 |
| Windham Container | Putnam | CT | 12/2016 | 08/2019 |
| Mercy College | Dobbs Ferry | NY | 05/2019 | 07/2021 |
| Soundtrack Boston | Boston | MA | 05/2019 | 06/2019 |
| Papa Gino'S | Webster | MA | 06/2019 | 07/2019 |
| Consolidated Edison | New York | NY | 11/2019 | 05/2021 |
| Cellular Sales | Firestone | CO | 05/2021 | 06/2021 |
| Doordash | Denver | CO | 07/2021 | 07/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-10 |
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