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8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-31 |
| TX | RA | APPROVED_RES | 2026-03-31 |
Branch Locations
390 Interlocken Crescent Suite 348, Broomfield, CO 80021 • United States
8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Howard Investments Inc | Issaquah | WA | 06/2015 | 07/2017 |
| Foreside Fund Services, Llc | Issaquah | WA | 01/2016 | 07/2017 |
| Charles Schwab & Co., Inc. | Denver | CO | 09/2017 | 01/2023 |
| Charles Schwab Bank | Denver | CO | 09/2017 | 09/2018 |
| Brinker Capital Securities, Llc | Berwyn | PA | 07/2023 | 06/2024 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 07/2023 | 06/2024 |
| Amazon | Denver | CO | 04/2023 | 05/2023 |
| Unemployed | Denver | CO | 01/2023 | 04/2023 |
| Unemployed | Denver | CO | 06/2024 | 04/2025 |
| Corda Investment Management | Houston | TX | 03/2026 | Present |
| Nationwide Insurance Company | Denver | CO | 04/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-15 |
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