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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
6501 S Fiddler'S Green Circle Ste 300 - 600, Greenwood Village, CO 80111-4932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Culinary Software Services | Boulder | CO | 02/2009 | 12/2017 |
| Retirementhometv | Lakewood | CO | 12/2017 | 04/2018 |
| Angi Homeservices | Lakewood | CO | 07/2019 | 08/2019 |
| Comcast Corporation | Philadelphia | PA | 08/2020 | 04/2022 |
| Comcast Corporation | Centennial | CO | 04/2018 | 07/2019 |
| Fidelity Investment | Greenwood Village | CO | 06/2024 | Present |
| Dish Network | Littleton | CO | 08/2019 | 08/2020 |
| United Healthcare | Englewood | CO | 04/2022 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-02 |
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