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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 |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 09/2023 | Present |
| Pase Contracting | Parker | CO | 10/2022 | 09/2023 |
| C&R Lids Roofing And Const. Dba Viable Voltage | Englewood | CO | 11/2020 | 10/2022 |
| Ted'S Montana Grill | Greenwood Village | CO | 03/2012 | 01/2021 |
| Uber Technologies, Inc | San Francisco | CA | 01/2014 | 01/2023 |
| Mile High Airport Express | Sedalia | CO | 01/2016 | 01/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-05 |
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