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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_RES | 2025-03-31 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carlsbad | CA | 06/2018 | 10/2018 |
| Bank Of America | Bend | OR | 07/2017 | 06/2018 |
| Cellular Sales | Corvallis | OR | 09/2016 | 07/2017 |
| Gnc | Corvallis | OR | 02/2014 | 09/2016 |
| Oregon State University | Corvallis | OR | 09/2014 | 07/2018 |
| Career Emplyment Professionals | Corvallis | OR | 08/2016 | 09/2016 |
| Bank Of America, N.A. | Carlsbad | CA | 08/2018 | 10/2018 |
| Unemployed | Eugene | OR | 10/2018 | 02/2019 |
| U.S. Bank | Portland | OR | 02/2019 | 09/2019 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 10/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-12 |
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