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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-19 |
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bin 707 Foodbar/Taco Party/Bin Burger | Grand Junction | CO | 05/2020 | 07/2020 |
| Lifetime Fitness | Denver | CO | 04/2021 | 06/2021 |
| Seivert Woodworking | Bayfield | CO | 05/2014 | 08/2018 |
| Rhino Logistics | Boulder | CO | 11/2020 | 04/2021 |
| Fort Lewis College | Durango | CO | 08/2016 | 05/2018 |
| Fidelity Investments | Denver | CO | 07/2026 | Present |
| Discount Tire | Grand Junction | CO | 08/2018 | 05/2019 |
| Colorado Mesa University | Grand Junction | CO | 08/2018 | 01/2021 |
| Phoenix Energy | Denver | CO | 07/2025 | 07/2026 |
| Bin 707 Foodbar | Grand Junction | CO | 06/2019 | 11/2020 |
| Taco Party | Grand Junction | CO | 03/2020 | 11/2020 |
| Doordash | Denver | CO | 08/2019 | 05/2021 |
| Fidelity Investments Inc. | Greenwood Village | CO | 06/2021 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
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