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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-22 |
| TX | RA | APPROVED | 2025-05-22 |
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 |
|---|---|---|---|---|
| Milwaukee Public Schools | Milwaukee | WI | 07/2016 | 01/2019 |
| Unemployed | Denver | CO | 09/2023 | 09/2023 |
| St. Coletta Day School | Milwaukee | WI | 01/2019 | 06/2021 |
| Cherry Creek High School | Greenwood Village | CO | 07/2021 | 08/2023 |
| Elevate Global | Englewood | CO | 10/2023 | 01/2024 |
| Fidelity Investments | Greenwood Village | CO | 02/2024 | Present |
OBA-107146|OrgNmn:Studio303Photography LLC|Org Addr:Denver,Colorado,US|OBA Nature:Photography LLC|Invst Rel:N|Title:Owner / Operator|Duties:This is my photography LLC, I am currently not collecting compensation through it. |StrtDt:10-16-21|TotHrs/mon:5|TrdHrs/mon:0|OBA-106923|OrgNmn:Elevate Global|Org Addr:Englewood,Colorado,US|OBA Nature:Staffing Agency|Invst Rel:N|Title:Employee|Duties:Brand Ambassador / Networking Event Host|StrtDt:10-06-23|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-17 |
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