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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-06 |
| TX | RA | APPROVED | 2025-08-06 |
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 |
|---|---|---|---|---|
| Schomp Bmw | Highlands Ranch | CO | 05/2021 | 05/2024 |
| - Unemployed | -Lakewood | CO | 05/2024 | 04/2025 |
| - Unemployed | -Boulder | CO | 07/2019 | 10/2019 |
| Pizzarev | Boulder | CO | 02/2019 | 07/2019 |
| Whole Foods | Boulder | CO | 10/2019 | 03/2020 |
| - Unemployed | -Lakewood | CO | 03/2020 | 05/2021 |
| Fidelity Investments | Greenwood Village | CO | 04/2025 | Present |
| - Unemployed | Lakewood | CO | 02/2015 | 05/2018 |
| - Unemployed | -Boulder | CO | 08/2018 | 02/2019 |
| Cutco Cutlery | Littleton | CO | 05/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
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