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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2008-11-07 |
| TX | RA | APPROVED | 2008-11-07 |
Branch Locations
90 South Cascade Ave Suite 930, Colorado Springs, CO 80903 • United States
4600 S. Ulster Street -Suite 700 Metro Point One, Denver, CO 80237 • United States
Castle Rock, CO • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Littleton | CO | 07/2013 | Present |
Fellowship of Christian Athletes (FCA) - Colorado / 1100 W Littleton Blvd, Suite 460 Littleton, CO 80120 / Other/ Other Religious / NA / Member of Board of Directors / Advisory Role to FCA Leadership and Staff; Event Planning and Coordination; Budget oversight; Encouragement and Development of Staff / Start Date 1/1/15 / Charitable 501c3 Caleb's Heart Ministries,ParkerCOUnited States,Charity,Men's Christian Ministry,Member of Board of directors,Plan for ministry advancement; Review financials as provided by the Treasurer; Help plan ministry events in the areas of retreats, men's weekly studies, and discipleship groups, Start date -12/1/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-01 |
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