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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
Centennial, CO • United States
281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assaggio Kailua | Kailua | HI | 09/2014 | 10/2016 |
| American Savings Bank | Honolulu | HI | 10/2016 | 06/2018 |
| American Savings Bank | Honolulu | HI | 06/2018 | 12/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2018 | 12/2018 |
| Edward Jones | St.LOuis | MO | 03/2019 | 08/2019 |
| Bankoh Investment Services, Inc. | Honolulu | HI | 09/2019 | 01/2020 |
| Bankoh Investment Services, Inc. | Honolulu | HI | 01/2020 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Broomfield | CO | 06/2022 | 01/2024 |
| Bank Of America, N.A. | Broomfield | CO | 08/2022 | 01/2024 |
| Fidelity Investments | Broomfield | CO | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-19 |
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