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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 01/2024 | Present |
| Scheels | Sparks | NV | 11/2022 | 12/2023 |
| Northwestern Mutual | Reno | NV | 02/2022 | 01/2023 |
| Charles River Laboratories | Reno | NV | 07/2019 | 07/2022 |
| University Of Nevada, Reno | Reno | NV | 08/2019 | 12/2023 |
| Mcqueen High School | Reno | NV | 08/2015 | 06/2019 |
| Raley'S | Reno | NV | 07/2018 | 08/2018 |
| Unemployed | Reno | NV | 11/2017 | 07/2018 |
| Buffalo Wild Wings | Sparks | NV | 07/2017 | 11/2017 |
| Unemployed | Reno | NV | 10/2016 | 07/2017 |
| Reno American Little League | Reno | NV | 04/2016 | 10/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-10 |
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