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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-22 |
| TX | RA | APPROVED | 2026-05-22 |
Branch Locations
Centennial, CO • United States
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Golden | CO | 09/2020 | 02/2021 |
| Metropolitan State University Of Denver | Denver | CO | 08/2021 | 12/2024 |
| Keg Restaurants | Golden | CO | 03/2017 | 01/2018 |
| Unemployed | Golden | CO | 01/2018 | 02/2018 |
| King Soopers/City Markets | Lakewood | CO | 02/2018 | 09/2020 |
| Fidelity Investments | Greenwood Village | CO | 02/2025 | Present |
| Uncle Julio'S Corporation | Wheat Ridge | CO | 02/2021 | 12/2024 |
| Unemployed | Golden | CO | 12/2024 | 02/2025 |
| Red Rocks Community College | Lakewood | CO | 01/2014 | 05/2017 |
| Red Rocks Community College | Lakewood | CO | 01/2020 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-29 |
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