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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
Highlands Ranch, CO • United States
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 |
|---|---|---|---|---|
| Pirates Cove | Englewood | CO | 05/2015 | 08/2019 |
| Buck Recreation Center | Littleton | CO | 08/2015 | 10/2016 |
| Wells Fargo | Conifer | CO | 12/2016 | 07/2018 |
| Soccer Stop | Littleton | CO | 08/2016 | 02/2020 |
| Buck Recreation Center | Littleton | CO | 10/2018 | 02/2020 |
| Autorisk | Denver | CO | 11/2019 | 12/2019 |
| Swedish Medical Center | Englewood | CO | 02/2020 | 07/2022 |
| Metropolitan State University Of Denver | Denver | CO | 08/2016 | 12/2021 |
| Fidelity Investments | Greenwood Village | CO | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-03 |
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