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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-29 |
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Illinois University | Carbondale | IL | 08/2018 | 05/2022 |
| Greeley Country Club | Greeley | CO | 05/2019 | 08/2023 |
| Fidelity Brokerage Services, Llc | Tucson | AZ | 12/2024 | Present |
| Unemployment | Greeley | CO | 12/2014 | 04/2017 |
| Oro Valley Country Club | Oro Valley | AZ | 02/2024 | 11/2024 |
| Work Out West | Greeley | CO | 05/2017 | 08/2018 |
| Greeley Country Club | Greeley | CO | 05/2022 | 01/2024 |
| Strategic Advisors, Llc | Tucson | AZ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-16 |
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