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1401 Lawrence Street Suite 1550, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-11 |
| CO | RA | APPROVED | 2024-02-29 |
Branch Locations
1401 Lawrence Street Suite 1550, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robeco Miami B.V. | Portland | OR | 09/2017 | 05/2019 |
| Foreside Fund Services, Llc | Portland | OR | 09/2017 | 05/2019 |
| Schroders Investment Management | Portland | OR | 01/2011 | 08/2017 |
| Foreside Fund Services, Llc | Broomfield | CO | 05/2019 | Present |
| Robeco Miami B.V. | Broomfield | CO | 05/2019 | Present |
1) Jason is an employee of CCM Partners dba Shelton Capital Management, a registered investment adviser. 2) J2C2 Enterprises LLC; Broomfield, CO; Non Investment Related; Investment Property; Owner; Start Date 10/2022; 5 hours per month; Used to pay for property management and general repairs 3) 3806 Rental Property; Milwaukee, WI; Non Investment Related; Rental Property; Owner; Start Date 1/2023; 2 hours per month, rental income 4) Richmond Rental Property; Milwaukee, WI; Non Investment Related; Rental Property; Owner; Start Date 3/2023; 2 hours per month, rental income
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-29 |
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