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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_RES | 2025-03-31 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | New York | NY | 07/2021 | 06/2023 |
| Personalized Education Solutions | Hopkinton | MA | 08/2018 | 07/2019 |
| Brother's Bbq | Denver | CO | 06/2017 | 08/2018 |
| University Of Connecticut | Storrs | CT | 08/2016 | 05/2018 |
| University Of Connecticut | Storrs | CT | 01/2018 | 06/2018 |
| Charles Schwab Bank, Ssb | Lone Tree | NY | 08/2019 | 07/2021 |
| Matter Family Office | Denver | CO | 06/2023 | 02/2024 |
| Fidelity Investments | Greenwood Village | CO | 06/2024 | Present |
| Unemployed | Denver | CO | 02/2024 | 06/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-10 |
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