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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED | 2025-12-16 |
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 |
|---|---|---|---|---|
| Denver Country Club | Denver | CO | 06/2024 | 08/2024 |
| Unemployed | Denver | CO | 05/2025 | 08/2025 |
| Cherry Hills Country Club | Cherry Hills Village | CO | 05/2019 | 04/2024 |
| University Of Colorado Boulder | Boulder | CO | 08/2021 | 05/2025 |
| Kipp Northeast Denver Leadership Academy | Denver | CO | 05/2017 | 08/2021 |
| The Millstone Evans Group | Boulder | CO | 11/2024 | 05/2025 |
| Tri Delta Sorority | Boulder | CO | 08/2021 | 09/2024 |
| Aurora Academy Charter School | Aurora | CO | 08/2012 | 05/2017 |
| Marathon Auto | Denver | CO | 01/2023 | 11/2024 |
| Starbucks | Denver | CO | 11/2020 | 05/2021 |
| Fidelity Investments | Greenwood Village | CO | 08/2025 | Present |
| Fedex | Denver | CO | 12/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-08 |
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