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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Chicago | IL | 09/2021 | 11/2022 |
| Collaborative Solutions | Chicago | IL | 07/2021 | 08/2021 |
| Leeds School Of Business | Boulder | CO | 08/2020 | 05/2021 |
| Fidelity Investments | Greenwood Village | CO | 06/2020 | 07/2020 |
| Leeds School Of Business | Boulder | CO | 05/2019 | 05/2021 |
| The Gap | Broomfield | CO | 08/2016 | 10/2016 |
| Personal Family | Arvada | CO | 08/2015 | 08/2018 |
| Full Time Education | Arvada/ Boulder | CO | 08/2010 | 05/2021 |
| Fidelity Investments | Chicago | IL | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-08 |
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