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520 E Cooper Ave. Ste. 7C, Aspen, CO 81611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-03 |
Branch Locations
Marco Island, FL • United States
520 E Cooper Ave. Ste. 7C, Aspen, CO 81611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 361 Capital Llc | Denver | CO | 06/2012 | 07/2017 |
| Foreside Fund Services, Llc | Denver | CO | 06/2012 | 06/2017 |
| Unemployed | Denver | CO | 05/2016 | 09/2018 |
| Unemployed | Marco Island | FL | 01/2026 | 04/2026 |
| Pcm Encore, Llc | Marco Island | FL | 04/2026 | Present |
| Uber | Highlands Ranch | CO | 05/2017 | 08/2017 |
| Stratifi, Llc | San Francisco | CA | 08/2017 | 09/2018 |
| Fort Point Capital Partners, Llc | San Francisco | CA | 01/2018 | 06/2018 |
| Bluerock Capital Markets, Llc | Newport Beach | CA | 09/2018 | 01/2022 |
| Synergie Capital | Cherry Hills Village | CO | 06/2018 | 09/2018 |
| Foreside Fund Services, Llc | New York | NY | 02/2022 | 01/2026 |
| Redbrick Lmd, Llc | Washington | DC | 01/2022 | 01/2026 |
1) ROCC; Investment Related; Carbon Credit Registry; Dublin, Leinster; 1/15/2024; Advisory Board member; Assist with Business strategy and Project idea generation; 2Hrs/Mo trading hours. 2) EKG Capital, LLC; Not Investment Related; Used to hold future private outside investments; Littleton, CO; 8/2024; Owner; this will be used to hold any private investments that maybe purchase in the future; 2 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-27 |
| S66 | Uniform Combined State Law Examination | 2003-05-19 |
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