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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
9185 East Westview Road, Lone Tree, CO 80124-5134 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jersey Mikes | Highlands Ranch | CO | 04/2016 | 05/2017 |
| Jersey Mikes | Englewood | CO | 06/2017 | 12/2018 |
| Jersey Mikes | Lakewood | CO | 04/2019 | 09/2019 |
| Jpmorgan Chase Bank | Englewood | CO | 10/2019 | 08/2022 |
| Unemployed | Denver | CO | 01/2019 | 04/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2022 | 12/2023 |
| Northwestern Mutual Investment Services Llc | Englewood | CO | 02/2023 | 12/2023 |
| Fidelity Investments | Lone Tree | CO | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-31 |
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