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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-06-24 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Omaha | NE | 12/2016 | 02/2019 |
| Itt Technical Institute | Omaha | NE | 02/2007 | 09/2016 |
| Bank Of America, N.A. | Omaha | NE | 12/2016 | 02/2019 |
| Tiaa | Omaha | NE | 02/2019 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Omaha | NE | 02/2019 | 11/2020 |
| Raymond James Financial Services, Inc. | Omaha | NE | 12/2020 | 06/2021 |
| Raymond James Financial Services Advisors, Inc. | Omaha | NE | 12/2020 | 06/2021 |
| Morey And Quinn Wealth Partners | Omaha | NE | 12/2020 | 06/2021 |
| Gwfs Equities, Inc. | Greenwood Village | CO | 06/2021 | Present |
Empower Her Kenya / Board Director. Attend meetings, grant writing and operations. No collection of money or influence financial decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-28 |
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