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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED | 2026-08-24 |
Branch Locations
Centennial, CO • United States
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 |
|---|---|---|---|---|
| Ranch View Middle School | Highlands Ranch | CO | 05/2013 | 05/2017 |
| Valor Christian High School | Highlands Ranch | CO | 05/2017 | 05/2021 |
| University Of Arizona | Tucson | AZ | 05/2021 | 07/2025 |
| Kudu Roofing Llc | Littleton | CO | 05/2018 | 06/2018 |
| Lifetime Fitness Inc | Centennial | CO | 05/2021 | 06/2023 |
| Sigma Kappa Sorority | Tucson | AZ | 12/2022 | 12/2023 |
| Nilsine Partners Llc | Greenwood Village | CO | 05/2024 | 11/2024 |
| New York Life Insurance Company | Cherry Creek | CO | 06/2025 | 12/2025 |
| Nylife Securities Llc | Cherry Creek | CO | 12/2025 | 12/2025 |
| Fidelity Investments | Greenwood Village | CO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-18 |
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