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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
Canon City, CO • United States
10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5288 • 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 |
|---|---|---|---|---|
| T Rowe Price | Colorado Springs | CO | 11/2018 | 08/2019 |
| Great Wolf Lodge | Colorado Springs | CO | 10/2017 | 10/2018 |
| Wide Open West | Colorado Springs | CO | 06/2017 | 08/2017 |
| Comcast | Colorado Springs | CO | 04/2016 | 05/2017 |
| Lyft | Colorado Springs | CO | 06/2018 | 09/2018 |
| Envoy Financial | Colorado Springs | CO | 09/2019 | 09/2020 |
| Fidelity Investments | Greenwood Village | CO | 11/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-09 |
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