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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
Colorado Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wide Open West | Colorado Springs | CO | 06/2008 | 09/2017 |
| T Rowe Price | Colorado Springs | CO | 09/2017 | 01/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 01/2022 | 06/2023 |
| Advised Assets Group, Llc | Greenwood Village | CO | 01/2022 | 06/2023 |
| Fidelity Investments | Colorado Springs | CO | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132869|OrgNmn:Board for Atlas Schools|Org Addr:Colorado S,Colorado,US|OBA Nature:Non paid role on a board to he|Invst Rel:N|Title:Board member|Duties:Helping to make decisions for the school district, along with meeting with school administration to stay up to date with how the schools are d|StrtDt:06-02-26|TotHrs/mon:4|TrdHrs/mon:4|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-30 |
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