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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wartburg College | Waverly | IA | 08/2015 | 04/2017 |
| Unemployed/ In School | Monument | CO | 04/2017 | 09/2017 |
| Chipotle | Pueblo | CO | 10/2017 | 05/2018 |
| Wells Fargo | Pueblo | CO | 06/2018 | 05/2019 |
| Wartburg College | Waverly | IA | 08/2015 | 04/2017 |
| Colorado State University- Pueblo | Pueblo | CO | 08/2017 | 05/2019 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 06/2019 | 07/2021 |
| Goldman Sachs | Denver | CO | 08/2021 | 12/2022 |
| Fidelity Investments | Lone Tree | CO | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-06 |
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