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1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-23 |
| CO | RA | APPROVED | 2025-04-23 |
| TX | RA | APPROVED | 2025-04-23 |
Branch Locations
1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
1650 N. Washington Street, Denver, CO 80203 • United States
4500 Cherry Creek Drive South Ste. 1070, Glendale, CO 80246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 03/2007 | 10/2022 |
| Tiaa | Denver | CO | 03/2007 | 10/2022 |
| Stordahl Capital Management, Inc. | Greenwood Village | CO | 10/2022 | 11/2023 |
| Callan Capital, Llc | La Jolla | CA | 01/2024 | 05/2025 |
| Alphacore Capital Llc | La Jolla | CA | 04/2025 | Present |
1. Saddle Ridge Condominium Rental Property; Investment Real Estate; 8643 East Dry Creek Road, #1225, Centennial, Colorado 80112; Rental Property; Owner; 07/2007; Zero hours per month to other business during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 2005-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-28 |
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