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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
281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 02/2014 | 09/2016 |
| Reiver'S Bar/Grill | Denver | CO | 03/2018 | 03/2023 |
| Bank Of The West | Lakewood | CO | 08/2018 | 10/2018 |
| Bancwest Investment Services, Inc. | Lakewood | CO | 08/2018 | 10/2018 |
| Securities America, Inc. | Denver | CO | 05/2019 | 04/2023 |
| Securities America Advisors | Denver | CO | 05/2019 | 04/2023 |
| Syntegra Private Wealth Group Llc | Chesterfield | MO | 02/2023 | 04/2023 |
| Lakewood Country Club | Lakewood | CO | 09/2017 | 05/2018 |
| Stanley'S Pub | Cincinnati | OH | 06/2017 | 09/2017 |
| Fidelity Investments | Broomfield | CO | 10/2024 | Present |
| Charles Schwab & Co., Inc. | Denver | CO | 04/2023 | 10/2024 |
| Unemployed - Traveling | Loveland | OH | 09/2016 | 06/2017 |
| Charles Schwab Bank, Ssb | Denver | CO | 04/2023 | 10/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-113699|OrgNmn:Littleton Scots Rugby Club|Org Addr:Littleton,Colorado,US|OBA Nature:Rugby Club|Invst Rel:N|Title:Treasurer |Duties:Help manage the finances of the rugby club|StrtDt:10-15-24|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-16 |
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