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7900 E. Union Ave Suite 1100, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-07 |
| FL | RA | APPROVED | 2025-11-07 |
Branch Locations
945 S. Birch St #460453, Denver, CO 80246 • United States
7900 E. Union Ave. Suite 1100, Denver, CO 80237 • United States
822 Florida A1A Suite 310, Ponte Vedra Beach, FL 32082 • United States
822 Florida Aia Suite 310, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 10/2017 | 06/2019 |
| Nequit Wealth & Investment Management, Llc | Denver | CO | 06/2019 | Present |
| Nequit Realty, Llc | Denver | CO | 04/2018 | Present |
| Nequit Insurance, Llc | Denver | CO | 06/2019 | Present |
Real Estate Broker; Start date 03/2001; Less than 10 hours per month devoted. Insurance Producer; Start Date 05/2007; less than 10 hours per month devoted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-24 |
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