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4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-08 |
Branch Locations
2220 Briargate Parkway, Colorado Springs, CO 80920 • 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 |
|---|---|---|---|---|
| Unemployed | Multi | CO | 07/2007 | 08/2022 |
| Fidelity Investments | Greenwood Village | CO | 08/2022 | 10/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colorado Springs | CO | 10/2023 | 12/2024 |
| Bank Of America, N.A. | Colorado Springs | CO | 10/2023 | 12/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 12/2024 | 06/2025 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 12/2024 | 06/2025 |
| T Rowe Price | Colorado Springs | CO | 03/2026 | 06/2026 |
| Mingle And Match Llc | Monument | CO | 06/2025 | 03/2026 |
| T Rowe Price | Colorado Springs | CO | 06/2026 | Present |
Mingle & Match LLC, not investment related. 1480 Lone Scout Lookout Monument, CO 80132. Matchmaking. Owner. Launching 2/14/2025 5 hours a month on the weekend, zero during working hours. Just for fun and a hobby. I will host 1 singles mixer event a month $100 pp, zero dollars collected ytd.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-09 |
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