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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
Castle Rock, CO • United States
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2018 | 10/2020 |
| 7/11 | Falcon | CO | 05/2018 | 07/2018 |
| Usaa | Phoenix | AZ | 06/2017 | 05/2018 |
| Northern Arizona University Housing And Residence Life | Flagstaff | AZ | 08/2015 | 05/2017 |
| Raising Canes | Flagstaff | AZ | 06/2016 | 10/2016 |
| Northern Arizona Univeristy | Flagstaff | AZ | 08/2014 | 05/2018 |
| Fidelity Investments | Greenwood Village | CO | 10/2020 | Present |
| University Of Oklahoma - Online Program | Norman | OK | 08/2019 | 12/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-127303|OrgNmn:Prolific|Org Addr:Indianapol,Indiana,US|OBA Nature:I participate in paid surveys |Invst Rel:N|Title:Independent Contractor|Duties:I just take surveys in my free time outside of my normal work hours. I can log in to their website and choose whichever surveys I want to comp|StrtDt:02-03-26|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-25 |
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