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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
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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 |
|---|---|---|---|---|
| Colorado Christian Univeristy | Lakewood | CO | 08/2016 | 05/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2017 | 08/2017 |
| Northwestern Mutual Investment Services Llc | Lakewood | CO | 09/2017 | 05/2019 |
| Joseph Morin | Lakewood | CO | 08/2017 | 05/2019 |
| Colorado Christian University | Lakewood | CO | 08/2019 | 05/2020 |
| Starbucks | Lakewood | CO | 08/2019 | 12/2019 |
| General Air Service & Supply | Denver | CO | 01/2020 | 02/2021 |
| General Air Service & Supply | Denver | CO | 02/2021 | 03/2022 |
| Fidelity Investments | Greenwood Village | CO | 03/2022 | Present |
| Wag | Denver | CO | 06/2019 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-121875|OrgNmn:Westside Church International|Org Addr:Denver,Colorado,US|OBA Nature:Church|Invst Rel:N|Title:Elder Board Member|Duties:Attend Elder Board Meetings once a month|StrtDt:10-01-25|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-11 |
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