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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-03 |
| TX | RA | APPROVED | 2026-02-03 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 12/2021 | Present |
| La Belle French Bakery | Thornton | CO | 06/2021 | 11/2021 |
| Stadium Medical | Denver | CO | 07/2019 | 06/2020 |
| Fior Di Latte Gelato | Boulder | CO | 11/2015 | 03/2017 |
| Uber | Denver | CO | 03/2017 | 03/2020 |
| Lyft | Denver | CO | 03/2017 | 03/2020 |
| University Of Colorado At Boulder | Boulder | CO | 09/2014 | 05/2018 |
| Hazel'S Beverage World | Boulder | CO | 06/2018 | 08/2018 |
| Front Ranger Community College | Westminster | CO | 09/2018 | 09/2020 |
| Kesem (Volunteering Efforts) | Boulder | CO | 01/2016 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-05 |
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