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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5288 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T.ROwe Price | Colorado Springs | CO | 11/2016 | 05/2018 |
| United Health Care | Colorado Springs | CO | 03/2016 | 11/2016 |
| Nova Tech Solutions Llc | Shalimar | FL | 11/2009 | 06/2021 |
| Carlson Financial (Dba Of Carlson & Company Financial Services) | Colorado Springs | CO | 05/2018 | 03/2021 |
| Fidelity Investments | Colorado Springs | CO | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 2019-02-25 |
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