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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
343 S Teller St, Lakewood, CO 80226-7387 • United States
Littleton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Denver | CO | 07/2021 | Present |
| Colorado Christian University | Lakewood | CO | 08/2018 | 05/2021 |
| Bank Of The West | Lakewood | CO | 05/2020 | 03/2021 |
| Columbia | Tinton Falls | NJ | 05/2019 | 08/2019 |
| Camp-Of-The-Woods | Speculator | NY | 06/2018 | 08/2018 |
| Jr's | Redbank | NJ | 01/2017 | 05/2018 |
| Camp-Of-The-Woods | Speculator | NY | 08/2016 | 09/2016 |
| Brookdale Community College | Lincroft | NY | 08/2017 | 05/2018 |
| Middletown Hight School South | Middletown | NJ | 09/2013 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-14 |
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