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170 S. Green Valley Parkway Suite 300 (Office 351), Henderson, NV 89012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-02-15 |
| CO | RA | APPROVED | 2022-12-07 |
Branch Locations
170 S. Green Valley Parkway Suite 300 (Office 351), Henderson, NV 89012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 06/2000 | 11/2020 |
| Tiaa | Denver | CO | 06/2000 | 11/2020 |
| Theory Financial | Fort Collins | CO | 11/2020 | Present |
| Curtis Wealth Management, Llc | Henderson | NV | 09/2022 | Present |
1. COLORADO MUSIC FESTIVAL POSITION: Community Board Member NATURE: The CMF is a non-for-profit created to education for young people and Adults as well as provide the community with high quality orchestra with acclaimed guest soloists . INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2017 ADDRESS: 900 Baseline, Cottage 100, Boulder CO 80302, United States DESCRIPTION: I will serve as a board member on the Colorado Music Festival Endowment Fund
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-24 |
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