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Englewood, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cherry Creek Financial Planning | Greenwood Village | CO | 11/2025 | Present |
| Kaiser Permanente | Greenwood Village | CO | 01/2024 | Present |
| Artisan Partners | Milwaukee | WI | 04/2016 | 12/2023 |
Name: Kaiser Permanente. Address: 6560 Greenwood Plaza Boulevard, Greenwood Village, CO 80111. Investment-related: No. Nature of business: Integrated managed care consortium / healthcare. Position: Architect Lead Information Security, Technology Risk Office — Cyber Resiliency. Start date: 01/2024. Approximate hours per month: 170 hours. Hours during securities trading hours (9:30 AM – 4:00 PM ET, which is 7:30 AM – 2:00 PM MT): approximately 25 hours per week, reflecting the overlap between Mr. Hildenbrand's Kaiser Permanente work hours (9:00 AM – 5:00 PM MT, Monday through Friday) and U.S. equity market trading hours. Duties: Support enterprise cybersecurity architecture and resiliency strategy, including security control design, threat modeling, and risk assessment for technology infrastructure and applications. Activities have no connection to investment advisory services, securities transactions, or financial advice provided to clients of Cherry Creek Financial Planning, LLC. Cherry Creek Financial Planning advisory work is conducted only during evenings and weekends outside of Kaiser Permanente work hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-10 |
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