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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
3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 11/2013 | 08/2017 |
| Bank Of America, N.A. | Walnut Creek | CA | 11/2013 | 08/2017 |
| Ubs Financial Services Inc | Creek | CA | 08/2017 | 03/2020 |
| Jp Morgan Chase Bank, N.A. | Berkeley | CA | 03/2020 | 11/2021 |
| Jp Morgan Securities, Llc | Berkeley | CA | 03/2020 | 11/2021 |
| Fidelity Investments | Fort Collins | CO | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-14 |
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