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1745 Shea Center Drive 445, Highlands Ranch, CO 80129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-13 |
Branch Locations
1745 Shea Center Drive 445, Highlands Ranch, CO 80129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Denver | CO | 07/2014 | 08/2017 |
| Jpmorgan Chase Bank, N.A. | Denver | CO | 08/2017 | 04/2025 |
| Jpmorgan Securities, Llc | Denver | CO | 08/2017 | 04/2025 |
| Cedarwood Wealth | Highlands Ranch | CO | 04/2025 | Present |
| Legacy Custom Signs And Graphics Llc. | Castle Rock | CO | 04/2025 | Present |
Legacy Custom Signs and Graphics LLC.-Not investment related No. 1010 I-25 Unit A12, Castle Rock, CO 80104. Signmaking & Graphic Design. Director of Client Experience. 4/11/25. 40 hours. 2 hours. He communicates with the clients of the other business to inform them of the status of their projects and to answer any questions that they may have.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-15 |
| S66 | Uniform Combined State Law Examination | 2014-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-30 |
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