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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Lone Tree | CO | 11/2016 | 06/2019 |
| Fimac Solutions Llc | Greenwood Village | CO | 10/2007 | 11/2016 |
| Farmers Financial Solutions | Lone Tree | CO | 12/2016 | 06/2019 |
| Fidelity Investments | Greenwood Village | CO | 03/2023 | Present |
| Unemployed | Centennial | CO | 01/2023 | 03/2023 |
| Ilending | Englewood | CO | 06/2019 | 01/2023 |
| Amazon Inc | Englewood | CO | 10/2018 | 06/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-25 |
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