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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Fund Management, Llc | The Villages | FL | 05/2018 | 03/2019 |
| Jo-Ann Holst Advisers And Law Office Of Michael Bieda | Lakewood | CO | 12/2016 | 02/2019 |
| Unemployed | Centennial | CO | 08/2016 | 11/2016 |
| Fuel Financial | Lakewood | CO | 05/2017 | 02/2019 |
| Unemployed | Centennial | CO | 03/2019 | 05/2019 |
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 05/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-09 |
| S65 | Uniform Investment Adviser Law Examination | 2018-10-22 |
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