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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2025-10-29 |
| VT | RA | APPROVED | 2025-10-29 |
| CO | RA | APPROVED | 2025-08-26 |
Branch Locations
720 South Colorado Boulevard Suite 1100, Glendale, CO 80246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 06/2013 | 09/2017 |
| Unemployed | Aurora | CO | 10/2017 | 03/2018 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 03/2018 | 09/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 09/2019 |
| Strategic Advisers, Inc. | Greenwood Village | CO | 05/2018 | 07/2018 |
| Strategic Advisers, Inc. | Greenwood Village | CO | 08/2013 | 09/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 07/2025 | Present |
| Tiaa | Denver | CO | 09/2019 | Present |
Name: Rental Position: Owner Nature: This is a townhome that I own and converted into a rental property. Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 11/10/2020 Address: 14251 E. Dickinson Drive, Unit #C, Aurora CO 80014, United States Description: I am the owner of the rental property. I pay a property manager to handle all management duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-16 |
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