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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-01 |
| TX | RA | APPROVED | 2025-07-01 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
Sedalia, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 06/2022 | Present |
| Dentpassplus | Castle Rock | CO | 05/2017 | 05/2022 |
| Auto Collision Experts | Fort Collins | CO | 09/2018 | 06/2019 |
| Unemployed | Lone Tree | CO | 05/2016 | 05/2017 |
| Rock Canyon Highschool | Highlands Ranch | CO | 09/2014 | 05/2017 |
| Colorado University - Denver | Denver | CO | 09/2017 | 05/2018 |
| Front Range Community College - Larimer | Fort Collins | CO | 09/2018 | 08/2020 |
| Colorado State University | Fort Collins | CO | 09/2020 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-03 |
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