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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
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 |
|---|---|---|---|---|
| Bayer Private School | Glendale | AZ | 06/2018 | 07/2018 |
| Life Time Fitness, Inc. | Broomfield | CO | 09/2018 | 11/2018 |
| Rallysport Llc | Boulder | CO | 10/2018 | 12/2018 |
| Freebird Stores | Denver | CO | 06/2019 | 07/2019 |
| American Eagle Outfitters Inc. | Broomfield | CO | 01/2019 | 01/2020 |
| Eureka Burger | Boulder | CO | 01/2020 | 09/2020 |
| Boardriders Retail Inc. | Boulder | CO | 03/2020 | 06/2021 |
| Public Partnerships | Westminster | CO | 08/2019 | 03/2022 |
| Fidelity Investments | Lone Tree | CO | 03/2022 | Present |
| University Of Colorado - Boulder | Boulder | CO | 12/2018 | 06/2019 |
| Unemployed | Lakewood | CO | 03/2012 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-25 |
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