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777 North Capitol Street, Ne, Washington, DC 20002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-27 |
Branch Locations
Littleton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Benefit Services | Lakewood | CO | 07/2009 | 02/2024 |
| Royal Alliance Associates, Inc. | Lakewood | CO | 08/2009 | 08/2018 |
| Kestra Advisory Services, Llc | Lakewood | CO | 08/2018 | 02/2024 |
| Kestra Investment Services, Llc | Lakewood | CO | 08/2018 | 02/2024 |
| Missionsquare Investment Services | Washington | DE | 02/2024 | Present |
| Missionsquare Retirement | Washington | DC | 02/2024 | 02/2026 |
Name: Powderhorn Elementary PTO. Non-investment related. Nature of Business: Support the children and elementary school employees with events, rewards, and teacher grants. Position: Event Chair volunteer. Start Date: 05/01/2022. Number of hours per month devoted to other business for 6 months of the year is 20; during securities trading hours 2. Duties: Raise capital. I coordinate all the communication and logistics for 2 fund raisers for the PTO, a charitable organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-23 |
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