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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 07/2021 | Present |
| Hear.cOm Llc | Denver | CO | 08/2020 | 06/2021 |
| Slater's 50/50 | Denver | CO | 07/2020 | 08/2020 |
| Basta | Boulder | CO | 06/2019 | 06/2020 |
| University Of Colorado Boulder | Boulder | CO | 08/2016 | 05/2020 |
| Overlake Golf And Country Club | Medina | WA | 05/2018 | 08/2018 |
| Sound Ford | Renton | WA | 05/2017 | 07/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-07 |
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