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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
8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 05/2019 | Present |
| Unemployed | Parker | CO | 01/2019 | 05/2019 |
| Colorado State University | Fort Collins | CO | 08/2014 | 12/2018 |
| Northwestern Mutual | Fort Collins | CO | 06/2018 | 08/2018 |
| Royal Gorge Rafting & Zip Line Tours | Canon City | CO | 06/2014 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-09 |
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