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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-03 |
| TX | RA | APPROVED | 2026-03-03 |
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 | Greenwood Village | CO | 03/2023 | Present |
| La Loma | Denver | CO | 09/2021 | 11/2022 |
| Brewery Bhavana | Raleigh | NC | 01/2020 | 09/2021 |
| Apex Systems | Charlotte | NC | 05/2019 | 08/2019 |
| Full-Time Education | Marshville | NC | 01/2013 | 05/2019 |
| Full-Time Education | Raleigh | NC | 09/2019 | 12/2020 |
| Unemployed | Denver | CO | 11/2022 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-07 |
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