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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-16 |
| TX | RA | APPROVED | 2025-10-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Poppyseed Market | Raleigh | NC | 07/2018 | 08/2021 |
| Swim Club Management Group/North Hills Club | Raleigh | NC | 06/2022 | 08/2022 |
| Chick-Fil-A Corporation | Raleigh | NC | 06/2016 | 06/2018 |
| Unemployed | Raleigh | NC | 12/2021 | 06/2022 |
| Unemployed | Glendale | CO | 01/2025 | 04/2025 |
| Fidelity Investments | Greenwood Village | CO | 08/2022 | 08/2024 |
| Fit To Smile Dental | Englewood | CO | 08/2024 | 01/2025 |
| Fidelity Investments | Greenwood Village | CO | 04/2025 | Present |
| Full Time Student | Charlotte | NC | 08/2020 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-10 |
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