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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Denver | CO | 07/2013 | 05/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Littleton | CO | 07/2013 | 05/2017 |
| Valic Financial Advisors, Inc. | Lakewood | CO | 09/2017 | 12/2017 |
| Unemployed | Littleton | CO | 05/2017 | 09/2017 |
| National Life Group | Castle Rock | CO | 01/2018 | 11/2018 |
| Equity Services, Inc. | Montpelier | VT | 01/2018 | 11/2018 |
| Guardian Life Insurance Company | Greenwood Village | CO | 11/2018 | 10/2019 |
| Park Avenue Securities | Greenwood Village | CO | 11/2018 | 10/2019 |
| Mml Investors Services Llc | Greenwood Village | CO | 11/2019 | 03/2020 |
| Mass Mutual Life Insurance Co | Greenwood Village | CO | 10/2019 | 03/2020 |
| New York Life Insurance Co | Denver | CO | 03/2020 | 06/2021 |
| Nylife Securities Llc | Denver | CO | 05/2020 | 06/2021 |
| Centennial State Financial | Greenwood Village | CO | 10/2019 | 03/2020 |
| Fidelity Investments | Greenwood Village | CO | 07/2021 | Present |
| Legacy Financial Group | Athelstane | WI | 02/2018 | 11/2018 |
| Wealth Strategies Group | Greenwood Village | CO | 11/2018 | 10/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-10 |
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