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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 | 2025-03-31 |
Branch Locations
Fort Collins, CO • United States
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 |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 01/2015 | 06/2019 |
| Mahoney Financial Organization, Llc | New York | NY | 01/2018 | 06/2019 |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 09/2019 | 01/2021 |
| World Financial Group, Inc. | Greenwood Village | CO | 07/2019 | 01/2021 |
| Mahoney Financial Organization, Llc | Ft Lauderdale | FL | 01/2018 | 06/2019 |
| New York Life Insurance Company | Fort Collins | CO | 01/2015 | 06/2019 |
| The Federal Savings Bank | Fort Collins | CO | 06/2019 | 01/2021 |
| Flat Rock Ranch Llc | Livermore | CO | 07/2009 | 01/2021 |
| Castlebrook Road Assoc. | Livermore | CO | 07/2019 | 07/2020 |
| Fidelity Investments | Greenwood Village | CO | 01/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-17797|OrgNmn:Flat Rock Ranch LLC|Org Addr:Fort Colli,Colorado,US|OBA Nature:Raise Highland Cattle and sell|Invst Rel:N|Title:Co President|Duties:None. We sold the ranch so we're just waiting to complete 2020 taxes and shut the LLC down.|StrtDt:07-01-08|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-18 |
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