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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
1109 Oak Park Drive Suite 100, Fort Collins, CO 80525-6212 • United States
3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • United States
1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accumed Healthcare Research | Englewood | CO | 01/2022 | 05/2022 |
| Self Employed | Westminster | CO | 04/2021 | 05/2022 |
| Firstbank | Longmont | CO | 05/2021 | 08/2021 |
| Marco's Pizza | Greeley | CO | 12/2020 | 04/2021 |
| Domino's Pizza | Greeley | CO | 03/2020 | 11/2020 |
| Jb's Drive In | Greeley | CO | 02/2019 | 05/2019 |
| Lifetime Fitness | Broomfield | CO | 05/2019 | 08/2019 |
| Gque Championship Bbq | Westminster | CO | 06/2017 | 07/2018 |
| Buffalo Wild Wings Inc | Greeley | CO | 11/2018 | 12/2018 |
| Unemployed | Westminster | CO | 06/2012 | 06/2017 |
| Unemployed | Greeley | CO | 09/2019 | 02/2020 |
| Unemployed | Greeley | CO | 08/2018 | 10/2018 |
| Fidelity Investments | Broomfield | CO | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-15 |
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