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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED | 2025-01-03 |
Branch Locations
1700 Lincoln St 10Th & 11Th Fls [Ma/Md-Rbo], Denver, CO 80203 • United States
5050 S Federal Blvd, Englewood, CO 80110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Greenwood Village | CO | 12/2015 | 04/2019 |
| Western Wealth Management, Llc | Golden | CO | 08/2016 | 04/2019 |
| Summit Brokerage | Greenwood Village | CO | 04/2019 | 09/2019 |
| Summit Financial Group Inc | Greenwood Village | CO | 04/2019 | 05/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2019 | 06/2021 |
| Fidelity Investments | Greenwood Village | CO | 07/2021 | 01/2023 |
| U.S. Bancorp Investments, Inc. | Denver | CO | 01/2023 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-21 |
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