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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 |
|---|---|---|---|---|
| Lyft Inc. | San Francisco | CA | 01/2016 | 02/2023 |
| Uber | San Francisco | CA | 02/2020 | 11/2022 |
| Grubhub | Chicago | IL | 01/2019 | 01/2023 |
| Doordash | Sanfrancisco | CA | 11/2019 | 01/2023 |
| Instacart/Maplebear | San Francisco | CA | 11/2019 | 12/2020 |
| Highlands Ranch Community Association | Highlands Ranch | CO | 11/2020 | 12/2020 |
| Club Corp/Southern Trace Country Club | Shreveport | LA | 04/2019 | 12/2019 |
| City Of Aurora | Aurora | CO | 09/2017 | 02/2019 |
| The Club At Rolling Hills | Golden | CO | 03/2017 | 04/2017 |
| Willmeyertennisllc | Aurora | CO | 04/2016 | 09/2017 |
| Play Your Court Llc | Virginia Beach | VA | 08/2016 | 06/2021 |
| Fidelity Investments | Greenwood Village | CO | 02/2023 | Present |
| Paul Whipple Llc | Centennial | CO | 06/2017 | 08/2017 |
| Sf Tennis/Scott Fong Tennis | Denver | CO | 03/2016 | 09/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-96692|OrgNmn:Lyft|Org Addr:Aurora, CO,Colorado,US|OBA Nature:Rideshare driver|Invst Rel:N|Title:Independent Contractor|Duties:none|StrtDt:02-21-23|TotHrs/mon:10|TrdHrs/mon:0|OBA-128506|OrgNmn:SF TENNIS|Org Addr:DENVER,Colorado,US|OBA Nature:TENNIS|Invst Rel:N|Title:Tennis Professional|Duties:Teach tennis clinics and lessons|StrtDt:03-29-26|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-07 |
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