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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-04 |
| TX | RA | APPROVED | 2025-12-04 |
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 |
|---|---|---|---|---|
| Aurora Hills Middle School | Aurora | CO | 09/2023 | 05/2025 |
| Automatic Data Processing | Aurora | CO | 08/2022 | 10/2022 |
| Self Employed | Englewood | CO | 05/2025 | 08/2025 |
| Colorado State University | Fort Collins | CO | 09/2018 | 08/2019 |
| Colorado State Univ | Fort Collins | CO | 09/2019 | 05/2022 |
| Kaiser Services Llc | Littleton | CO | 06/2023 | 09/2023 |
| Fidelity Investments | Greenwood Village | CO | 09/2025 | Present |
| Marmot | Fort Collins | CO | 05/2022 | 07/2022 |
| Stephen Knight Center | Denver | CO | 10/2022 | 06/2023 |
| Self Employed | Littleton | CO | 05/2015 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-26 |
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