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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-11 |
| TX | RA | APPROVED | 2025-06-17 |
Branch Locations
7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • United States
Gilbert, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gc Construction Services | Centennial | CO | 06/2022 | 12/2022 |
| The Cheesecake Factory - Park Meadows, Co | Lone Tree | CO | 02/2021 | 01/2023 |
| Physical Therapy Of The Rockies | Littleton | CO | 05/2021 | 06/2022 |
| Forest Highlands Golf Club | Flagstaff | AZ | 04/2018 | 09/2019 |
| Homerun Pool Service | Gilbert | AZ | 09/2016 | 12/2017 |
| Sodexo | Flagstaff | AZ | 11/2019 | 01/2021 |
| Chafey Design & Consulting | Chandler | AZ | 03/2016 | 05/2020 |
| The Cheesecake Factory - Chandler, Az | Chandler | AZ | 07/2016 | 12/2017 |
| Fidelity Investments | Greenwood Village | CO | 01/2023 | 02/2024 |
| Northern Arizona University | Flagstaff | AZ | 01/2018 | 05/2021 |
| Strategic Advisers Llc | Chandler | AZ | 06/2025 | Present |
| Fidelity Brokerage Services Llc | Chandler | AZ | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-10 |
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