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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
8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Denver | CO | 03/2022 | Present |
| Shave It Ice. | Thousand Oaks | CA | 08/2014 | 08/2018 |
| Marton And Associates | Agoura Hills | CA | 05/2019 | 06/2019 |
| Gallo Winery | Los Angeles | CA | 08/2020 | 10/2020 |
| Bennett's Best Tree Lot | Agoura Hills | CA | 11/2020 | 12/2020 |
| Self-Employed Online Sales | Los Angeles | CA | 10/2017 | 03/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-26 |
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