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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-26 |
| TX | RA | APPROVED | 2025-11-26 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sacred Heart Academy | Louisville | KY | 08/2016 | 08/2020 |
| Fidelity Investments | Greenwood Village | CO | 06/2024 | Present |
| Miami University | Oxford | OH | 08/2020 | 08/2021 |
| Magic Media Equine Promotions | Simpsonville | KY | 08/2021 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-18 |
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