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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-27 |
| CO | RA | APPROVED | 2025-11-06 |
Branch Locations
281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optima Asset Management | New York | NY | 06/2024 | 08/2024 |
| School | Boulder | CO | 12/2023 | 05/2024 |
| Optima Asset Management | New York | NY | 06/2023 | 11/2023 |
| 890 5Th Avenue Partners | Rye | NY | 05/2021 | 06/2021 |
| Longshore Tennis (Parks And Recreation) | Westport | CT | 06/2022 | 08/2022 |
| School | Boulder | CO | 09/2021 | 05/2022 |
| Longshore Tennis (Parks And Recreation) | Westport | CT | 06/2021 | 08/2021 |
| School | Westport | CT | 04/2015 | 09/2019 |
| School | Boulder | CO | 09/2022 | 05/2023 |
| Westport Tennis Club | Westport | CT | 10/2019 | 07/2021 |
| School | Boulder | CO | 09/2024 | 05/2025 |
| Fidelity Investments | Broomfield | CO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-23 |
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