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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-06 |
| TX | RA | APPROVED_RES | 2025-05-05 |
Branch Locations
101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • 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 | 02/2023 | Present |
| Unemployed | Colorado Springs | CO | 08/2022 | 02/2023 |
| Chase Bank | Windsor | CO | 03/2022 | 08/2022 |
| Unemployed | Fort Collins | CO | 05/2021 | 03/2022 |
| U.S. Navy | Newport | RI | 04/2021 | 05/2021 |
| Doordash | Fort Collins | CO | 05/2018 | 04/2021 |
| White Tree Sushi | Fort Collins | CO | 12/2019 | 12/2019 |
| Rocky Mountain Student Media | Fort Collins | CO | 09/2016 | 05/2019 |
| Firehouse Subs | Colorado Springs | CO | 06/2017 | 08/2017 |
| Colorado State University | Fort Collins | CO | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-09 |
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