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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
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 |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 06/2022 | 06/2022 |
| Addition Financial Credit Union | Lake Mary | FL | 06/2021 | 12/2021 |
| Eagle Lake Camps | Colorado Springs | CO | 05/2020 | 06/2020 |
| University Of Central Florida | Orlando | FL | 12/2021 | 06/2022 |
| Msl Cpa & Advisors | Orlando | FL | 08/2020 | 01/2021 |
| Msl Cpa $ Advisors | Orlando | FL | 01/2020 | 05/2020 |
| University Of Central Florida | Orlando | FL | 05/2019 | 01/2020 |
| Dollywood | Pigeon Forge | TN | 05/2019 | 07/2019 |
| University Of Central Florida | Orlando | FL | 08/2018 | 05/2019 |
| Patriot Aquatics | Altamonte Springs | FL | 05/2018 | 08/2018 |
| Lake Brantley High School | Altamonte Springs | FL | 08/2014 | 05/2018 |
| Univeristy Of Central Florida | Orlando | FL | 01/2021 | 06/2021 |
| Eagle Lake Camps Of The Navigators | Colorado Springs | CO | 06/2022 | 02/2024 |
| Fidelity Investments | Greenwood Village | CO | 02/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-125902|OrgNmn:DoorDash|Org Addr:Colorado S,Colorado,US|OBA Nature:Delivery Driver|Invst Rel:N|Title:Independent Contractor|Duties:driving personal car to customers homes to drop off fast food|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-03 |
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