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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1600 Newport Center Dr Ste 100, Newport Beach, CA 92660-6208 • United States
Newport Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sherwin Williams | Denver | CO | 08/2015 | 05/2019 |
| West Direct Oil | Denver | CO | 06/2019 | 09/2020 |
| Townsend Retirement And Estate Planning | Broomfield | CO | 05/2018 | 08/2018 |
| Fidelity Investments | Greenwood Village | CO | 02/2021 | Present |
| Cuttarelli Vision Lasik Center | Denver | CO | 04/2017 | 09/2017 |
| Hapa Sushi | Denver | CO | 04/2018 | 10/2018 |
| Regis University | Denver | CO | 08/2015 | 05/2019 |
| Unemployed | Denver | CO | 10/2020 | 02/2021 |
| Lipstick Bar | Denver | CO | 07/2016 | 11/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-11 |
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