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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| CO | 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 |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Denver | CO | 03/2008 | 09/2019 |
| Gwfs Equities, Inc | Greenwood Village | CO | 02/2020 | 07/2021 |
| Unemployed | Unemployed | CO | 10/2019 | 02/2020 |
| Morgan Stanley | Denver | CO | 07/2021 | 08/2022 |
| Fidelity Investments | Greenwood Village | CO | 12/2022 | Present |
| Unemployed | Denver | CO | 08/2022 | 12/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-30 |
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