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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
1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Durango | CO | 07/2023 | 01/2024 |
| Self Employed | Lakewood | CO | 10/2023 | 11/2023 |
| Best Western Hotels | Durango | CO | 10/2022 | 10/2022 |
| Self Employed | Boulder | CO | 05/2022 | 06/2022 |
| Dalton Ranch Golf Club | Durango | CO | 05/2018 | 08/2019 |
| Steamworks Brewing Company | Durango | CO | 05/2017 | 08/2018 |
| The Glacier Club | Durango | CO | 05/2017 | 08/2017 |
| Unemployed | Durango | CO | 11/2022 | 06/2023 |
| Unemployed | Durango | CO | 07/2022 | 09/2022 |
| Unemployed | Boulder | CO | 09/2019 | 04/2022 |
| Unemployed | Durango | CO | 10/2013 | 04/2017 |
| Fidelity Investments | Greenwood Village | CO | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-10 |
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