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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
Englewood, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chili's | Lone Tree | CO | 05/2016 | 10/2016 |
| Ups | Lone Tree | CO | 10/2016 | 01/2017 |
| Wonderleaf Llc | Denver | CO | 02/2017 | 12/2019 |
| Eddie Merlot's Prime Aged Beef & Seafood | Englewood | CO | 02/2020 | 05/2021 |
| Wells Fargo | Denver | CO | 05/2021 | 09/2021 |
| University Of Colorado Denver | Denver | CO | 08/2016 | 12/2020 |
| Fidelity Investments | Greenwood Village | CO | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-09 |
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