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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-26 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
9309 Dorchester St., Highlands Ranch, CO 80129 • United States
10470 Park Meadows Dr, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortis Private Bank | Denver | CO | 01/2017 | 05/2018 |
| Wells Fargo Bank, N.A | Arvada | CO | 06/2018 | 07/2021 |
| Primelending, A Plains Capital Company | Denver | CO | 07/2021 | 09/2023 |
| Colorado Financial Advisors | Greenwood Village | CO | 09/2023 | 08/2025 |
| The O.N. Equity Sales Company | Cincinnati | OH | 10/2023 | 08/2025 |
| Georgetown Mortgage (Now Thrive Mortgage) | Georgetown | TX | 03/2016 | 01/2017 |
| Key Investment Services Llc | Denver | CO | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-19 |
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