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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
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ion Solar | Denver | CO | 04/2022 | 12/2022 |
| Valor Roof And Solar | Englewood | CO | 09/2021 | 04/2022 |
| Trader Joe's | Nashville | TN | 08/2015 | 09/2021 |
| Green Dragon | Denver | CO | 12/2020 | 09/2021 |
| Kung Fu Saloon | Nashville | TN | 11/2017 | 10/2018 |
| Home Depot | Nashville | TN | 05/2017 | 10/2017 |
| Fidelity Investments | Greenwood Village | CO | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-12 |
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