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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
Highlands Ranch, CO • 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 |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 08/2021 | Present |
| Woodforest National Bank | The Woodlands | TX | 11/2020 | 07/2021 |
| Ccc Group | La Porte | TX | 08/2017 | 07/2018 |
| Gulf Span Industrial | Beaumont | TX | 11/2015 | 11/2017 |
| Corinth Concepts | Shenandoah | TX | 08/2018 | 11/2018 |
| Corinth Ventures | The Woodlands | TX | 11/2018 | 02/2019 |
| Corinth Concepts | Shenandoah | TX | 02/2019 | 03/2019 |
| D&W Allstate | Houston | TX | 03/2019 | 05/2019 |
| Dpa Allstate | Spring | TX | 05/2019 | 10/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-18 |
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