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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-08 |
Branch Locations
100 Fillmore St, Ste 500, Denver, CO 80206 • United States
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • 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 |
|---|---|---|---|---|
| City National Bank | Denver | CO | 01/2020 | 06/2021 |
| Org Partners, Llc | Roanoke | IN | 06/2021 | 01/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2021 | 12/2024 |
| Ascentis Independent Advisors | Dallas | TX | 01/2026 | Present |
| Rbc Capital Markets Corporation | Denver | CO | 03/2008 | 06/2021 |
Org Partners LLC - Iivestment Related - 13548 Zubrick Rd, Roanoke IN 4783 - RIA - Managing Director - 6/18/2021 - 40 hours/40 tradin hours a month - I will be running an independent RIA D/B/A cirque financial group._____ Fixed Insurance - Investment Related - 100 Filmore St #500 Denver CO 80206 - Fixed/Traditional - 6/18/2021 - Agent - 5 hours/5 trading hours a month - sales of fixed/traditional insurance_____ Colorado Photographic Arts Center - Non-investment related. 1200 Lincoln #111; 4/1/2024 - 5 hours per month, 0 hours per month during trading hours. Non-profit arts & cultural organization. Board member - engage in fundraising, membership and board activities, attend art auctions & events.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-22 |
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