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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-29 |
| NC | RA | APPROVED | 2026-03-11 |
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roppel Industries | Louisville | KY | 05/2018 | 08/2018 |
| Watson's | Clarksville | IN | 10/2019 | 10/2020 |
| Vail Resorts | Beaver Creek | CO | 11/2020 | 04/2021 |
| The Ritz Carlton Club, Vail | Vail | CO | 12/2021 | 05/2022 |
| Vail Resorts | Beaver Creek | CO | 05/2022 | 09/2022 |
| Full Time College Student | Bowling Green | KY | 08/2016 | 05/2018 |
| Full Time College Student | Bowling Green | KY | 08/2018 | 10/2019 |
| Vail Resorts | Beaver Creek | CO | 04/2021 | 10/2021 |
| Vail Resorts | Beaver Creek | CO | 10/2021 | 04/2022 |
| Fidelity Investments | Greenwood Village | CO | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-16 |
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