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1705 17Th Street Suite 100, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-06-07 |
| CO | RA | APPROVED | 2024-05-06 |
Branch Locations
1705 17Th Street Suite 100, Denver, CO 80202 • United States
1705 17Th Street Suite 100, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Black Rock | New York | NY | 08/2013 | 01/2017 |
| One Medical Passport | Willington | CT | 08/2017 | 09/2018 |
| Partners Group | Broomfield | CO | 06/2019 | 01/2023 |
| Ima Advisory Services | Denver | CO | 07/2023 | Present |
| Unemployed | West Hartford | CT | 02/2017 | 07/2017 |
| Unemployed | West Hartford | CT | 10/2018 | 05/2019 |
| Unemployed | Denver | CO | 02/2023 | 06/2023 |
Junior Achievement Rocky Mountain; non investment related; 6500 Greenwood Village Blvd, Greenwood Village, CO 80111; non-profit providing supplemental education for middle and high school students; board director; September 2020; Approximately 10 hours per quarter; duties include attending Board and committee meetings and volunteering in student programs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-24 |
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