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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 |
|---|---|---|---|---|
| Twistee Treat Usa | Celebration | FL | 06/2015 | 10/2016 |
| Capital Consultants Management Corporation | Celebration | FL | 05/2017 | 08/2018 |
| Bgme, Llc | Kissimmee | FL | 06/2022 | 02/2023 |
| Fidelity Investments | Denver | CO | 06/2023 | Present |
| Celebration High School | Celebration | FL | 08/2014 | 05/2018 |
| Duke University | Durham | NC | 08/2018 | 05/2022 |
| Unemployed | Golden | CO | 02/2023 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-20 |
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