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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-29 |
| TX | RA | APPROVED | 2025-05-29 |
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 Managed Investment Fund | Virginia | VA | 01/2018 | 05/2019 |
| Fidelity Investments | Greenwood Village | CO | 03/2024 | Present |
| Ecoshield Pest | Texas | TX | 05/2018 | 05/2020 |
| V3 Electric, Sunpower, Better Earth | California | CA | 10/2022 | 03/2024 |
| Tw Meeker | Connecticut | CT | 01/2013 | 01/2018 |
| Aruza Marketing | North Carolina | NC | 05/2020 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-21 |
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