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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 |
|---|---|---|---|---|
| University Of Oklahoma | Norman | OK | 08/2015 | 05/2019 |
| University Of Oklahoma Office Of Admissions And Recruitment | Norman | OK | 05/2016 | 05/2019 |
| New Life Ranch | Colcord | OK | 05/2017 | 08/2017 |
| La Universidad De Alicante | Alicante | 01/2018 | 06/2018 | |
| New Life Ranch | Colcord | OK | 06/2018 | 08/2018 |
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 07/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-04 |
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