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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
9185 East Westview Road, Lone Tree, CO 80124-5134 • United States
8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 02/2015 | 09/2020 |
| E*Trade Securities Llc | Centennial | CO | 09/2020 | 11/2020 |
| E*Trade Securities Llc | Denver | CO | 11/2020 | 03/2021 |
| First Citizens Investor Services | Raleigh | NC | 09/2021 | 03/2022 |
| Brinkerhoff Hospitality | Castle Rock | CO | 06/2021 | 08/2021 |
| Fidelity Investments | Lone Tree | CO | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-06 |
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