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5680 Greenwood Plaza Blvd Suite 120, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-09 |
Branch Locations
5680 Greenwood Plaza Blvd Suite 120, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Wealth Advisory, Inc | Lone Tree | CO | 04/2015 | 12/2023 |
| Focused Alpha, Llc | Denver | CO | 01/2024 | Present |
Polar Lights Publishing, LLC | not investment related | Greenwood Village, Colorado | start date 02/18/2020 | Founder, CEO | writer/speaker, less than 20 hours per month | none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-09 |
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