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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-22 |
| TX | RA | APPROVED | 2025-05-22 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 08/2023 | Present |
| Comcast Business | Denver | CO | 09/2022 | 08/2023 |
| American Campus Communities | College Station | TX | 03/2021 | 08/2021 |
| American Campus Communities | College Station | TX | 09/2019 | 03/2021 |
| Automation Personnel Services | Lewisville | TX | 06/2019 | 07/2019 |
| Unemployed | Denton | TX | 05/2022 | 09/2022 |
| North Texas Sports Officials | Dallas | TX | 01/2017 | 05/2018 |
| Cinemark | Lewisville | TX | 10/2016 | 02/2017 |
| Hvabsa | Highland Village | TX | 09/2015 | 05/2018 |
| Texas A&M University | College Station | TX | 08/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-15 |
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