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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
8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States
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 |
|---|---|---|---|---|
| Chick-Fil-A Southlands Fsu | Aurora | CO | 04/2015 | 05/2020 |
| Fidelity Investments | Greenwood Village | CO | 06/2020 | 07/2020 |
| Chick-Fil-A Parker Fsu | Parker | CO | 11/2020 | 02/2022 |
| Fidelity Investments | Greenwood Village | CO | 03/2022 | Present |
| Full Time Student | Centennial | CO | 08/2020 | 11/2020 |
| Doordash | Centennial | CO | 09/2020 | 03/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-109997|OrgNmn:Etsy|Org Addr:Brooklyn,New York,US|OBA Nature:E-commerce shop where I sell v|Invst Rel:N|Title:Sole Proprietor|Duties:No specific obligations, I would be the sole operator of the business and plan to devvote 5 hours a week or so on nights and weekends to desig|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-12 |
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