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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
9185 East Westview Road, Lone Tree, CO 80124-5134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Main Squeeze Alameda | Alameda | CA | 05/2021 | 08/2021 |
| Instacart | San Francisco | CA | 06/2021 | 12/2022 |
| Islandia Homeowners Association | Alameda | CA | 05/2021 | 07/2021 |
| Fidelity Investments | Greenwood Village | CO | 05/2023 | Present |
| University Of Colorado Boulder | Boulder | CO | 08/2020 | 05/2023 |
| Bishop O' Dowd High School | Oakland | CA | 08/2016 | 06/2020 |
| Main Squeeze Alameda | Alameda | CA | 05/2022 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-18 |
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