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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
1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnisota Life Insurance Co | St. Paul | MN | 11/2017 | 09/2018 |
| Securian Financial Services Inc | St. Paul | MN | 11/2017 | 09/2018 |
| Cri Securities Llc | St. Paul | MN | 11/2017 | 09/2018 |
| North Star | Phoenix | AZ | 11/2017 | 09/2018 |
| San Diego Padres | San Diego | CA | 06/2014 | 09/2017 |
| North Star Resource Group | Phoenix | AZ | 09/2017 | 10/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 02/2021 | 07/2024 |
| Ronald Blue Trust | Tempe | AZ | 09/2018 | 02/2021 |
| Devry University Keller Graduate School Of Management | Phoenix | AZ | 08/2015 | 12/2016 |
| Self-Employed | Tempe | AZ | 04/2023 | 04/2023 |
| Fidelity Investments | Denver | CO | 07/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-131837|OrgNmn:Baseball Lessons|Org Addr:Denver, CO,Colorado,US|OBA Nature:Baseball lessons|Invst Rel:N|Title:Coach|Duties:Pitching and Hitting Lessons|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-01 |
| S66 | Uniform Combined State Law Examination | 2018-01-16 |
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