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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 | 2025-03-31 |
Branch Locations
Colorado Springs, 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2017 | Present |
| First American Payment Systems | Fort Worth | TX | 03/2014 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-130896|OrgNmn:Foundation for Financial Planning|Org Addr:Washington,District o,US|OBA Nature:Charity solely devoted to expa|Invst Rel:Y|Title:Volunteer|Duties:Provide financial coaching and planning services to non-profits sponsored through the Foundation of Financial Planning. Activites can vary bet|StrtDt:06-16-26|TotHrs/mon:10|TrdHrs/mon:4|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-04 |
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