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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | 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 |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 11/2021 | Present |
| Ryan Insurance Strategy Consultants | Greenwood Village | CO | 08/2020 | 11/2021 |
| Jax Fish House A Oyster Bar | Glendale | CO | 08/2018 | 09/2020 |
| United Postal Service | Englewood | CO | 02/2018 | 08/2018 |
| 24 Hour Fitness | Arapahoe | CO | 09/2017 | 02/2018 |
| United Postal Service | Denver | CO | 10/2017 | 01/2018 |
| University Of Kansas | Lawrence | KS | 08/2017 | 10/2017 |
| Smoky Hill High School | Aurora | CO | 08/2013 | 05/2017 |
| Soccer Stop | Englewood | CO | 05/2017 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-20 |
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