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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 |
|---|---|---|---|---|
| Fidelity Investment | Greenwood Village | CO | 03/2023 | Present |
| Trader Joe'S | Denver | CO | 02/2022 | 02/2023 |
| Care Ambulance | Orange | CA | 08/2021 | 11/2021 |
| Self-Employed | Orange | CA | 11/2021 | 02/2022 |
| Self Employed | Denver | CO | 02/2022 | 02/2023 |
| The Walt Disney Company | Anaheim | CA | 10/2015 | 08/2021 |
| Elevate Staffing | Los Angeles | CA | 02/2021 | 04/2021 |
| Self Employed | Orange | CA | 08/2020 | 02/2023 |
| Self Employed | Fullerton | CA | 03/2020 | 06/2020 |
| Black Gold Golf Club | Yorba Linda | CA | 01/2015 | 01/2017 |
| Student | Fullerton | CA | 09/2012 | 12/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-07 |
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