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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 Investments | Greenwood Village | CO | 04/2023 | Present |
| Huntington National Bank | Arvada | CO | 06/2022 | 04/2023 |
| N/A | Arvada | CO | 01/2022 | 06/2022 |
| Wells Fargo Bank | Boulder | CO | 08/1998 | 12/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-117196|OrgNmn:Summit Storm Hoops|Org Addr:Arvada,Colorado,US|OBA Nature:Youth Basketball Club that wil|Invst Rel:N|Title:Coach |Duties:I will be coaching youth basketball teams for my son and 2 daughters|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-27 |
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