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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
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 |
|---|---|---|---|---|
| Fidelity Investments | Denver | CO | 08/2022 | Present |
| New Thought Center For Spiritual Living | Lake Oswego | OR | 08/2021 | 07/2022 |
| Mile Hi Church | Lakewood | CO | 04/2018 | 07/2021 |
| Albuquerque Center For Spiritual Living | Albuquerque | NM | 07/2016 | 03/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-11 |
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