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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-28 |
| TX | RA | APPROVED | 2025-05-28 |
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 |
|---|---|---|---|---|
| Ifurnish | Dillon | CO | 06/2023 | 06/2023 |
| Vail Resorts | Broomfield | CO | 11/2021 | 04/2023 |
| University Of Kansas | Lawrence | KS | 02/2020 | 05/2021 |
| Dicks Sporting Goods | Corapolis | PA | 10/2020 | 12/2020 |
| Aquatacare | Belton | MO | 04/2014 | 08/2020 |
| Fed-Ex | Corapolis | PA | 05/2020 | 05/2020 |
| Dillons Store (Kroger) | Cincinnati | OH | 04/2020 | 04/2020 |
| Npc International, Inc (Pizza Hut) | Pittsburg | KS | 12/2017 | 08/2019 |
| Flynn Restaurant Group Llc (Panera) | Independance | OH | 06/2019 | 08/2019 |
| University Of Kansas Memorial Unions | Lawrence | KS | 03/2018 | 01/2019 |
| Oasis Lawncare | Lawrence | KS | 05/2021 | 10/2021 |
| Good Shepherd Catholic Church | Shawnee | KS | 10/2012 | 03/2021 |
| Kc Crew | Kansas City | MO | 06/2019 | 08/2019 |
| Door Dash | San Fransisco | CA | 05/2020 | 08/2023 |
| Uber | San Fransisco | CA | 12/2019 | 01/2020 |
| Lyft | San Fransisco | CA | 12/2019 | 01/2020 |
| Fidelity Investments | Greenwood Village | CO | 08/2023 | Present |
| University Of Kansas | Lawrence | KS | 08/2017 | 05/2021 |
| Shawnee Mission Northwest | Shawnee | KS | 08/2013 | 05/2017 |
OBA-102983|OrgNmn:uber|Org Addr:San Franci,California,US|OBA Nature:gig|Invst Rel:N|Title:driver|Duties:driver|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-102057|OrgNmn:DOOR DASH|Org Addr:SAN FRANSI,California,US|OBA Nature:GIG|Invst Rel:N|Title:DRIVER|Duties:DRIVING|StrtDt:05-01-20|TotHrs/mon:5|TrdHrs/mon:0|OBA-102982|OrgNmn:lyft|Org Addr:san fransi,California,US|OBA Nature:gig driver|Invst Rel:N|Title:driver|Duties:drive|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-22 |
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