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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-12-08 |
Branch Locations
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
8241 S. Continental Divide Road, Littleton, CO 80127 • 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 | 05/2007 | 11/2020 |
| Tiaa | Denver | CO | 05/2007 | 11/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2020 | 04/2021 |
| Cedrus Llc | Littleton | CO | 04/2021 | 12/2024 |
| Srs Capital Advisors, Llc | Denver | CO | 12/2024 | Present |
1.) Insurance Agent, investment related, Littleton, CO, Start Date 06/2007, Lines of authority include Variable Products, Life, Accident & Health, approximately 2 hours per month with 2 hours devoted during securities trading hours, sell insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-14 |
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