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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-10 |
| TX | RA | APPROVED | 2026-04-10 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Denver | CO | 03/2022 | Present |
| Keller Williams Realty | Tampa | FL | 01/2016 | 05/2021 |
| Unemployed | Golden | CO | 05/2021 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-10 |
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