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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 05/2023 | Present |
| Doordash | Boulder | CO | 03/2023 | 04/2023 |
| University Of Colorado Boulder | Boulder | CO | 08/2022 | 05/2023 |
| Bj'S Brewhouse | Boulder | CO | 04/2022 | 08/2022 |
| University Of Boulder | Boulder | CO | 08/2021 | 05/2022 |
| Doordash | Boulder | CO | 02/2022 | 04/2022 |
| Atlantic Chophouse | Edgartown | MA | 07/2021 | 07/2021 |
| Black Dog Tavern | Vineyard Haven | MA | 06/2021 | 06/2021 |
| Bay To Bay | Minnetonka | MN | 05/2021 | 05/2021 |
| Univeristy Of Colorado Boulder | Boulder | CO | 08/2020 | 05/2021 |
| Bay To Bay | Minnetonka | MN | 05/2020 | 08/2020 |
| Green Manalishi Consulting | Minnetonka | MN | 12/2021 | 01/2022 |
| Minnetonka Highschool | Minnetonka | MN | 09/2019 | 05/2020 |
| Bay To Bay | Minnetonka | MN | 05/2019 | 08/2019 |
| Minnetonka Highschool | Minnetonka | MN | 09/2018 | 05/2019 |
| Bgrizzleys | Minnetonka | MN | 11/2018 | 03/2019 |
| Bay To Bay | Minnetonka | MN | 05/2018 | 08/2018 |
| Minnetonka Highschool | Minnetonka | MN | 09/2017 | 05/2018 |
| Bay To Bay | Minnetonka | MN | 05/2017 | 08/2017 |
| Minnetonka Highschool | Minnetonka | MN | 09/2016 | 06/2017 |
| Davannis | Minnetonka | MN | 05/2016 | 09/2016 |
| Bitesquad | Minnetonka | MN | 02/2019 | 02/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-03 |
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