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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
Fort Collins, CO • United States
3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Fort Collins | CO | 09/2024 | Present |
| Unemployed | Fort Collins | CO | 06/2024 | 09/2024 |
| Inspection Specialites | Denver | CO | 08/2016 | 09/2024 |
| Fairway Independent Mortgage - Tim Howard | Cape Coral | FL | 05/2023 | 08/2023 |
| Home And Land Realty | Strasburg | CO | 05/2022 | 08/2022 |
| Colorado State University | Fort Collins | CO | 08/2020 | 05/2024 |
| Perspective Wealth Advisors | Loveland | CO | 01/2024 | 05/2024 |
| Global Wealth Strategies & Associates | Denver | CO | 06/2021 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-113716|OrgNmn:Inspection Specialties Inc|Org Addr:Denver,Colorado,US|OBA Nature:Construction inspection servic|Invst Rel:N|Title:Part-Owner|Duties:Administration|StrtDt:08-01-16|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-21 |
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