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5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-13 |
| CO | RA | APPROVED | 2021-09-17 |
Branch Locations
5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Englewood | CO | 08/1986 | 09/2021 |
| Bank Of America, Na | Englewood | CO | 01/2010 | 09/2021 |
| Nilsine Partners, Llc | Greenwood Village | CO | 09/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2021 | Present |
1) 1. Nilsine Partners, LLC 2. Investment Related 3. 5675 DTC Blvd. Ste 175 4. Investments and planning 5. Chief Compliance Officer 6. 09/17/2021 7. 220 hrs/mo 8. 37 hrs during trading 9. Investments, compliance, planning 2) 1. Fixed Insurance 2. Investment Related 3. 5675 DTC Blvd, Suite 175, Greenwood Village, CO 80111 4. Fixed / Traditional Insurance 5. Agent 6. 9/2021 7. 10 hrs/ mo 8. 10 hrs during trading 9. Sales of fixed / traditional products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-30 |
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