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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
281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Academy | Castle Pines | CO | 01/2022 | 05/2023 |
| Xavier University | Cincinnati | OH | 09/2019 | 03/2020 |
| Xavier University | Cincinnati | OH | 08/2015 | 05/2019 |
| Gameday Baseball | Parker | CO | 10/2021 | 12/2021 |
| Doordash | San Francisco | CA | 07/2020 | 12/2022 |
| Pastime Tournaments | Cincinnati | OH | 06/2018 | 08/2018 |
| San Diego Padres | San Diego | CA | 06/2019 | 06/2022 |
| Baltimore Orioles | Baltimore | MD | 06/2022 | 09/2022 |
| Fidelity Investments | Greenwood Village | CO | 05/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-06 |
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