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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 02/2019 | 09/2021 |
| Unemployed | Carmel | IN | 10/2018 | 02/2019 |
| Firstbank | Fort Collins | CO | 01/2018 | 10/2018 |
| Firstbank | Boulder | CO | 05/2017 | 01/2018 |
| Fidelity Investments | Covington | KY | 09/2021 | Present |
| The University Of Colorado Boulder | Boulder | CO | 08/2013 | 12/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-16 |
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