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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
Greenwood Village, 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 |
|---|---|---|---|---|
| Western Wealth Advisors | Golden | CO | 05/2019 | 06/2019 |
| Freddy's Frozen Custard | Littleton | CO | 01/2017 | 07/2017 |
| Colorado State University | Littleton | CO | 08/2017 | 05/2021 |
| Chatfield High School | Littleton | CO | 08/2013 | 08/2017 |
| Fidelity Investments | Greenwood Village | CO | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-08 |
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