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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States
Round Rock, TX • 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 |
| Natural Grocers By Vitamin Cottage | Denver | CO | 10/2019 | 07/2021 |
| United Parcel Service | Aurora | CO | 11/2020 | 01/2021 |
| Good Meds | Denver | CO | 05/2019 | 10/2019 |
| Native Roots | Colorado Springs | CO | 01/2018 | 05/2019 |
| Wide Open West | Colorado Springs | CO | 07/2017 | 12/2017 |
| Chipotle Mexican Grill | Colorado Springs | CO | 03/2016 | 07/2017 |
| Lindenwood University | St. Charles | MO | 08/2013 | 05/2017 |
| Wegmans Food Marets | Mechanicsburg | PA | 03/2011 | 03/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-14 |
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