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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
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 |
|---|---|---|---|---|
| Nylife Securities, Llc | Denver | CO | 11/2017 | 11/2018 |
| New York Life Insurance Co | Denver | CO | 11/2017 | 11/2018 |
| Starbucks Coffee Company | Westminster | CO | 07/2007 | 09/2017 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 12/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-15 |
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