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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
| CO | RA | APPROVED | 2025-03-31 |
Branch Locations
10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5288 • United States
Highlands Ranch, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Byu Alumni | Utah | UT | 03/2021 | 05/2022 |
| Fidelity Investments | Utah | UT | 06/2022 | 08/2022 |
| Missionary Training Center | Utah | UT | 08/2020 | 03/2021 |
| Byu Information Systems Program | Ut | UT | 08/2022 | 12/2023 |
| Brigham Young University | Provo | UT | 08/2016 | 05/2017 |
| Byu Alumni | Utah | UT | 01/2023 | 05/2023 |
| Missionary Training Center | Utah | UT | 08/2019 | 08/2020 |
| Church Of Jesus Christ Of Latter Day Saints | Berlin | 05/2017 | 05/2019 | |
| Unemployed | Highlands Ranch | CO | 05/2019 | 08/2019 |
| Fidelity Investments | Durham | NC | 06/2023 | 08/2024 |
| Fidelity Investments | Lone Tree | CO | 08/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-11 |
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