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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED | 2026-02-27 |
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 |
|---|---|---|---|---|
| All Star Pools | Littleton | CO | 04/2018 | 09/2018 |
| Turnstyle Consignment | Littleton | CO | 05/2019 | 06/2021 |
| Unemployed | Littleton | CO | 05/2017 | 08/2017 |
| Ben Franklin Academy | Highlands Ranch | CO | 08/2014 | 05/2017 |
| Unemployed | Littleton | CO | 05/2025 | 11/2025 |
| Breckenridge Brewery | Breckenridge | CO | 05/2022 | 08/2022 |
| Fidelity Investments | Greenwood Village | CO | 11/2025 | Present |
| University Of Michigan | Ann Arbor | MI | 08/2021 | 05/2025 |
| J.K. Mullen High School | Denver | CO | 08/2017 | 05/2021 |
| Kb Optometrics | Littleton | CO | 06/2021 | 08/2021 |
| Cohere Beauty | Omaha | NE | 04/2023 | 08/2023 |
| Blue Sage Spa | Breckenridge | CO | 04/2022 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-12 |
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