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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 | 10/2023 | Present |
| True Food Kitchen | Denver | CO | 08/2023 | 10/2023 |
| University Of Vienna | Vienna | 09/2022 | 09/2023 | |
| Unemployed | Bad Homburg V.D.H. | 06/2022 | 09/2022 | |
| Hofgut Kronenhof | Bad Homburg V.D.H. | 03/2022 | 06/2022 | |
| Unemployed | Annapolis | MD | 12/2021 | 03/2022 |
| The Sipp On South Lamar | Oxford | MS | 08/2021 | 12/2021 |
| Falkner Farms | Oxford | MS | 05/2021 | 08/2021 |
| Star Package | Oxford | MS | 11/2020 | 06/2021 |
| Doordash | Oxford | MS | 05/2020 | 09/2023 |
| University Of Mississippi | Oxford | MS | 08/2017 | 12/2021 |
| Bethesda-Chevy Chase High School | Bethesda | MD | 08/2013 | 06/2017 |
| Harrisons 1810 | Oxford | MS | 06/2019 | 09/2019 |
| Round Table | Oxford | MS | 10/2018 | 06/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-22 |
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