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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
2900 W. Alameda Ave Ste 150, Burbank, CA 91505-4241 • United States
North Hollywood, CA • 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 |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 10/2022 | Present |
| Upward Projects | Denver | CO | 08/2022 | 10/2022 |
| Ozo Coffee Company | Boulder | CO | 08/2021 | 07/2022 |
| Full Time Education | Boulder | CO | 08/2019 | 08/2021 |
| Summit Art Advisory | Kearny | NJ | 05/2019 | 08/2019 |
| Full Time Education | Boulder | CO | 08/2018 | 05/2019 |
| Summit Art Advisory | Kearny | NJ | 05/2018 | 08/2018 |
| Full Time Education | Boulder | CO | 08/2017 | 05/2018 |
| Full Time Education | Summit | NJ | 10/2012 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-22 |
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