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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
Highlands Ranch, CO • United States
101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 10/2008 | 08/2021 |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 11/2012 | 08/2021 |
| Fidelity Investments | Denver | CO | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-11 |
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