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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
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 |
|---|---|---|---|---|
| Colorado State University | Fort Collins | CO | 04/2018 | 10/2019 |
| King Soopers| | Fort Collins | CO | 11/2017 | 04/2018 |
| Colorado State Uni. | Fort Collins | CO | 08/2016 | 04/2020 |
| Sherwin Williams | Boulder | CO | 02/2022 | 10/2022 |
| Us Bank | Lakewood | CO | 12/2022 | 05/2024 |
| Fidelity Investments | Greenwood Village | CO | 05/2024 | Present |
| Sherwin Williams | Fort Collins | CO | 10/2019 | 02/2022 |
| Laz Parking | Denver | CO | 06/2023 | 04/2024 |
| Unemployed | Fort Collins | CO | 05/2015 | 11/2017 |
| Unemployed | Denver | CO | 09/2022 | 12/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-25 |
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