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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-31 |
Branch Locations
Philadelphia, PA • United States
1520 Main St Ste 201, Warrington, PA 18976-3406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Showingly | Denver | CO | 06/2020 | 09/2020 |
| Full-Time Education | Fort Collins | CO | 08/2019 | 06/2020 |
| Northwestern Mutual | Fort Collins | CO | 05/2019 | 08/2019 |
| Full-Time Education | Fort Collins | CO | 09/2020 | 06/2021 |
| Full-Time Education | Fort Collins | CO | 08/2018 | 05/2019 |
| Urban Angler Ltd. | New York | NY | 05/2018 | 08/2018 |
| Full-Time Education | Fort Collins | CO | 08/2017 | 05/2018 |
| Urban Angler Ltd. | New York | NY | 06/2017 | 08/2017 |
| Kinetic Sports Club | Pelham | NY | 01/2017 | 05/2017 |
| Full-Time Education | Pelham | NY | 01/2011 | 01/2017 |
| Fidelity Investments Inc | Greenwood Village | CO | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-10 |
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