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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-27 |
| TX | RA | APPROVED | 2026-05-27 |
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 |
|---|---|---|---|---|
| Lakewood Police Department | Lakewood | CO | 07/2022 | 10/2022 |
| Jpmorgan Chase Bank | Lake Havasu City | AZ | 04/2024 | 05/2025 |
| Unemployed | Littleton | CO | 09/2023 | 10/2023 |
| Unemployed | Lake Havasu City | AZ | 06/2025 | 12/2025 |
| Charles Schwab & Co., Inc. | Greenwood Village | CO | 01/2023 | 08/2023 |
| Unemployed | Littleton | CO | 11/2022 | 12/2022 |
| Tipsy'S Liquor World | Littleton | CO | 07/2017 | 03/2018 |
| Florida Financial Advisors | Orlando | FL | 11/2023 | 01/2024 |
| Fidelity Investments | Greenwood Village | CO | 01/2026 | Present |
| Unemployed | Littleton | CO | 02/2024 | 03/2024 |
| University Of Colorado | Boulder | CO | 01/2019 | 12/2021 |
| Unemployed | Littleton | CO | 01/2022 | 06/2022 |
| Unemployed | Littleton | CO | 08/2018 | 12/2018 |
| Plant Man Denver (Defunct) | Denver | CO | 08/2012 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-22 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-24 |
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