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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
Castle Rock, CO • United States
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 |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 04/2022 | Present |
| Beyondhome | Arvada | CO | 11/2021 | 04/2022 |
| Chick-Fil-A Belmar | Lakewood | CO | 05/2018 | 11/2021 |
| Colorado Christian University | Lakewood | CO | 08/2014 | 05/2018 |
| Children'S Playstructures & Recreation Inc. | Littleton | CO | 05/2017 | 08/2017 |
| Colorado Christian University | Lakewood | CO | 08/2016 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-12 |
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