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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
9185 East Westview Road, Lone Tree, CO 80124-5134 • United States
8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States
Aurora, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ross Dept. Store | Lawrence | KS | 08/2017 | 09/2017 |
| Mcanany, Vancleave, Phillips (Mvp) | Kansas City | KS | 05/2017 | 08/2017 |
| Checkers Food | Lawrence | KS | 10/2016 | 12/2016 |
| University Of Kansas | Lawrence | KS | 08/2014 | 05/2018 |
| Axa Advisors, Llc | Overland Park | KS | 05/2018 | 04/2019 |
| J. P. Morgan Securities Llc | Littleton | CO | 10/2019 | 02/2022 |
| J.P. Morgan Chase Bank, N.A. | Littleton | CO | 10/2019 | 02/2022 |
| First Watch | Lawrence | KS | 03/2019 | 08/2019 |
| Unemployed | Parker | CO | 08/2019 | 10/2019 |
| Fisher Investments | Plano | TX | 02/2012 | 01/2023 |
| Fidelity Investments | Lone Tree | CO | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-13 |
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