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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Ponte Vedra, FL • United States
8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kitchen Tune Up - Castle Rock | Castle Rock | CO | 10/2020 | 05/2022 |
| Footprints Floors | Greenwood Village | CO | 01/2020 | 10/2020 |
| Marrick Medical Finance | Greenwood Village | CO | 12/2016 | 07/2018 |
| The Southern Baptist Theological Seminary At Legacy Hotel | Louisville | KY | 10/2018 | 11/2019 |
| The Town Of Castle Rock | Castle Rock | CO | 06/2016 | 09/2016 |
| Medved Autoplex | Castle Rock | CO | 09/2016 | 11/2016 |
| Boyce College - Southern Baptist Theological Seminary | Louisville | KY | 08/2018 | 11/2019 |
| Liberty University Online | Parker | CO | 08/2021 | 05/2022 |
| Fidelity | Greenwood Village | CO | 06/2022 | Present |
| Arapahoe Community College | Littleton | CO | 01/2020 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
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