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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-07-30 |
Branch Locations
1741 N High Street, Denver, CO 80218 • United States
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Llc | Denver | CO | 01/2015 | 12/2019 |
| Massmutual Life Insurance Company | Denver | CO | 12/2014 | 12/2019 |
| Ratio Wealth Group, Llc | Denver | CO | 12/2019 | 07/2024 |
| Robertson Stephens Wealth Management, Llc | San Francisco | CA | 07/2024 | Present |
(1)Name: Ranger Reality Partners LLC Inv rel: Y Add: 1116 Oneida Place; Denver CO 80220 Nature: Simple Rental Property Position: Investor Start date: 1999 No. HR/MO: 1 No. HR/MO during sec trading: 0 (2)Name: Ranger Reality Partners LLC Inv rel: Y Add: 1116 Oneida Place; Denver CO 80220 Nature: Real Estate Position: Member of LLC Start date: 1999 No. HR/MO: 1 No. HR/MO during sec trading: 0 (3)Name: Regis University Board of Trustee Inv rel: Y Add: 3333 Regis University 3333 Regis Blvd. Denver, CO 80221 Nature: Trustee Position: Trustee Start date: 2013 No. HR/MO: 3 No. HR/MO during sec trading: 0 Describe duties: Trustee responsibilities; also member of Investment Committee
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 2011-06-16 |
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