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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Florence, KY • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carlton Electric | Denver | CO | 05/2015 | 08/2017 |
| Weifield Group | Englewood | CO | 08/2017 | 08/2019 |
| Multitek Global | Brazil | IN | 01/2016 | 11/2021 |
| Ilending | Englewood | CO | 12/2021 | 05/2023 |
| Autopay | Denver | CO | 05/2023 | 09/2023 |
| Fidelity Investments | Greenwood Village | CO | 10/2023 | Present |
| Walmart | Elizabeth | CO | 01/2020 | 02/2020 |
| Pilot Flying J | Brazil | IN | 09/2020 | 09/2020 |
| Pacesetter Sports | Terre Haute | IN | 11/2020 | 04/2021 |
| Bear Electric | Lakewood | CO | 03/2020 | 04/2020 |
| Doordash | Denver | CO | 03/2022 | 10/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-103746|OrgNmn:DoorDash|Org Addr:Florence, ,Kentucky,US|OBA Nature:Delivery driver|Invst Rel:N|Title:Independent Contractor|Duties:None, it's at my own discretion |StrtDt:02-01-22|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-17 |
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