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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 | 2018-11-08 |
| TX | RA | APPROVED_RES | 2018-11-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 03/2008 | 11/2018 |
| Bank Of America, N.A. | Denver | CO | 07/2011 | 11/2018 |
| Wells Fargo Clearing Services Llc | Lakewood | CO | 11/2018 | Present |
RENTAL PROPERTY, INVT RELATED, GOLDEN, CO, 100% OWNERSHIP, START DATE 12/2/2019, 2 HRS PER MONTH, 0 HRS DURING TRADING, LAUNDRY AND MAKING SURE UNIT IS CLEAN. | RENTAL PROPERTY; INV RELATED; AVON, CO; 100% OWNERSHIP; 02/2025; 1 HOUR PER MONTH; 0 DURING TRADING; INVESTMENT PROPERTY | BEAVER CREEK WEST CONDOMINIUMS; INV RELATED; AVON, CO; 04/2025; 1 HOUR PER MONTH; 0 DURING TRADING; RENTAL ON-SIRE MANAGEMENT OF THE PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-21 |
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