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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-04 |
| TX | RA | APPROVED | 2026-02-04 |
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 |
|---|---|---|---|---|
| Student | Albuquerque | NM | 06/2020 | 06/2021 |
| The Sky Boat | Boulder | CO | 02/2018 | 06/2018 |
| Unemployed | Albuquerque | NM | 10/2016 | 02/2018 |
| The Underground | Boulder | CO | 06/2021 | 06/2022 |
| Honda | Albuquerque | NM | 02/2015 | 10/2016 |
| Unm Comprehensive Cancer Center | Albuquerque | NM | 05/2020 | 06/2020 |
| Fidelity Investments | Greenwood Village | CO | 01/2025 | Present |
| Unemployed | Albuquerque | NM | 03/2024 | 01/2025 |
| Student | Boulder | CO | 08/2019 | 05/2020 |
| Boulder Cars | Boulder | CO | 06/2018 | 08/2019 |
| Leroy'S Bagels | Denver | CO | 01/2024 | 03/2024 |
| Unemployed | Albuquerque | NM | 05/2023 | 01/2024 |
| Unemployed | Boulder | CO | 06/2022 | 08/2022 |
| Hyde Park Jewelers | Denver | CO | 08/2022 | 12/2022 |
| Walters And Hoggset Jewelers | Boulder | CO | 01/2023 | 05/2023 |
| Unemployed | Boulder | CO | 12/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-09 |
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