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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
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
Castle Rock, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2020 | 10/2020 |
| Shippensburg University | Shippensburg | PA | 08/2014 | 05/2019 |
| Ski Roundtop | Lewisberry | PA | 12/2014 | 03/2019 |
| Paladin Financial Services | Carlisle | PA | 06/2019 | 10/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2020 | 10/2020 |
| Fidelity Investments | Denver | CO | 02/2021 | Present |
| Buffalo Wild Wings | Mechanicsburg | PA | 11/2020 | 01/2021 |
| Shippensburg University | Shippensburg | PA | 01/2017 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-05 |
| S65 | Uniform Investment Adviser Law Examination | 2020-03-16 |
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