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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
8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States
9185 East Westview Road, Lone Tree, CO 80124-5134 • United States
Aurora, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Aurora | CO | 11/2016 | 03/2022 |
| Wells Fargo Clearing Services, Llc | Aurora | CO | 05/2019 | 03/2022 |
| Vans | Littleton | CO | 11/2018 | 04/2019 |
| Vans | Lone Tree | CO | 12/2017 | 01/2018 |
| Vans | Lone Tree | CO | 11/2015 | 12/2016 |
| Walgreens | Highlands Ranch | CO | 10/2016 | 11/2016 |
| Air Lounj | Lone Tree | CO | 07/2017 | 10/2017 |
| Fidelity Investments | Lone Tree | CO | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-20 |
| S65 | Uniform Investment Adviser Law Examination | 2021-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-14 |
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