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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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 06/2023 | Present |
| Tiaa | Denver | CO | 06/2023 | 10/2024 |
| Whole Foods Market | Highlands Ranch | CO | 03/2020 | 08/2021 |
| Lifetime Fitness | Centennial | CO | 04/2018 | 10/2019 |
| Salsa Brave Fresh Mexican Grill | Highlands Ranch | CO | 01/2017 | 08/2018 |
| Tiaa | Charlotte | NC | 06/2022 | 08/2022 |
| Mountain Vista Highschool | Highlands Ranch | CO | 07/2015 | 05/2019 |
| University Of Colorado Boulder | Boulder | CO | 08/2019 | 05/2023 |
| Unemployed | Denver | CO | 05/2023 | 06/2023 |
| Fidelity Investments | Greenwood Village | CO | 10/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-27 |
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