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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-04 |
Branch Locations
6400 S. Fiddlers Green Circle Suite 1600, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janus Management Holdings Corp | Denver | CO | 12/2004 | 06/2017 |
| Janus Distributors Llc | Denver | CO | 01/2005 | 06/2017 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2017 | 12/2019 |
| Thrivent Investment Management Inc | Greenwood Village | CO | 01/2020 | 05/2024 |
| Thrivent Financial | Appleton | WI | 03/2020 | 05/2024 |
| Transform Wealth Llc | Greenwood Village | CO | 05/2024 | Present |
| Kovitz Investment Group Partners, Llc | Greenwood Village | CO | 04/2025 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-21 |
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