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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
343 S Teller St, Lakewood, CO 80226-7387 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 09/2021 | Present |
| Metropolitan State University-Denver | Denver | CO | 08/2019 | 08/2021 |
| Smashburger | Highlands Ranch | CO | 05/2019 | 12/2020 |
| Colorado State-Pueblo | Pueblo | CO | 08/2018 | 05/2019 |
| Benedictine College | Atchison | KS | 08/2017 | 08/2018 |
| Rock Canyon High School | Highlands Ranch | CO | 08/2013 | 05/2017 |
| Perrys Pizza | Highlands Ranch | CO | 05/2016 | 12/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-04 |
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