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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 |
|---|---|---|---|---|
| Uber | Milford | MA | 11/2015 | 12/2016 |
| T3 Trading Group, Llc | New York | NY | 07/2016 | 11/2017 |
| Cooper Design | Lexington | KY | 11/2017 | 02/2018 |
| Home Depot | Lexington | KY | 02/2018 | 05/2018 |
| Lowes Home Improvement | Lexington | KY | 05/2018 | 11/2018 |
| Accuromm Usa, Inc. | Lexington | KY | 11/2018 | 07/2021 |
| Fidelity Investments | Greenwood Village | CO | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-25 |
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