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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-03 |
| TX | RA | APPROVED | 2025-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Water World | Federal Heights | CO | 05/2016 | 09/2016 |
| Lifetime Fitness | Broomfield | CO | 01/2019 | 01/2020 |
| Prospect Ridge Academy | Thornton | CO | 08/2015 | 05/2019 |
| King Soopers | Broomfield | CO | 04/2020 | 05/2020 |
| University Of Northern Colorado | Greeley | CO | 08/2019 | 05/2023 |
| Fedex Ground | Henderson | CO | 06/2020 | 08/2020 |
| Wilson-Bennett | Greeley | CO | 09/2020 | 04/2021 |
| Outback Restaurant And Pub | Greeley | CO | 04/2021 | 01/2022 |
| Greeley Country Club | Greeley | CO | 04/2022 | 06/2023 |
| Nxtthing Rpo Llc | Greeley | CO | 04/2022 | 09/2022 |
| Ovations Food Services Lp | Greeley | CO | 09/2022 | 06/2023 |
| Fidelity Investments | Greenwood Village | CO | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-07 |
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