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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-24 |
| CO | RA | APPROVED | 2023-10-26 |
Branch Locations
1700 Lincoln St 10Th & 11Th Fls [Wealth Mgmt], Denver, CO 80203 • United States
101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Syntrinsic Investment Counsel, Llc | Denver | CO | 12/2016 | 02/2018 |
| Trust Company Of America | Centennial | CO | 06/2016 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Littleton | CO | 03/2018 | 10/2023 |
| Wells Fargo Clearing Services | Denver | CO | 10/2023 | Present |
| Wells Fargo Bank | Denver | CO | 10/2023 | Present |
CLJ INVESTMENT LLC; INV RELATED; COLORADO SPRINGS, CO; 50% OWNERSHIP; START: 11/1/2022; 8 HOURS PER MONTH; 0 DURING TRADING; PROVIDE INVESTMENT ANALYSIS ON PROSPECTIVE PROPERTIES & MONITOR FINANCIAL PERFORMANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-22 |
| S65 | Uniform Investment Adviser Law Examination | 2017-03-09 |
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