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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
1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 06/2020 | Present |
| Professional Planning Group New England | Westerly | RI | 05/2019 | 08/2019 |
| B&B Dockside | Westerly | RI | 05/2019 | 08/2019 |
| B&B Dockside | Westerly | RI | 05/2018 | 08/2018 |
| Elon University | Elon | NC | 08/2018 | 05/2020 |
| Elon University Campus Recreation And Wellness Department | Elon | NC | 02/2018 | 05/2018 |
| Elon University | Elon | NC | 08/2017 | 02/2018 |
| B&B Dockside | Westerly | RI | 05/2017 | 08/2017 |
| Elon University | Elon | NC | 08/2016 | 05/2017 |
| Unemployed | Charlestown | RI | 05/2020 | 06/2020 |
| Elon University Campus Recreation And Wellness Department | Elon | NC | 01/2019 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-09 |
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