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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-28 |
| CO | RA | APPROVED | 2025-05-15 |
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 |
|---|---|---|---|---|
| Adams State University | Alamosa | CO | 08/2015 | 05/2019 |
| Ilendingdirect | Englewood | CO | 06/2019 | 07/2020 |
| Unemployed | Denver | CO | 08/2020 | 01/2021 |
| Adams State University | Alamosa | CO | 02/2021 | 10/2021 |
| Agiliti Health | Englewood | CO | 11/2021 | 07/2022 |
| Quick Connect Computer Services | Lincoln | NE | 08/2022 | 06/2023 |
| Unemployed | Denver | CO | 07/2023 | 11/2023 |
| New York Life | Denver | CO | 12/2023 | 03/2024 |
| Nylife Securities Llc | Denver | CO | 04/2024 | 01/2025 |
| Fidelity Investments | Greenwood Village | CO | 02/2025 | Present |
OBA-116758|OrgNmn:LXTC Lacrosse|Org Addr:Denver,Colorado,US|OBA Nature:Youth Lacrosse Coaching|Invst Rel:N|Title:Coach|Duties:Coaching lacrosse to elementary through high school athletes|StrtDt:04-07-25|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-13 |
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