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50 S. Steele Street, Suite 501, Denver, CO 80209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-30 |
| CO | RA | APPROVED | 2019-01-29 |
Branch Locations
50 S. Steele Street, Suite 501, Denver, CO 80209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Equity Corporation | Denver | CO | 05/2014 | 08/2017 |
| Ffec Advisory Group Llc | Greenwood Village | CO | 05/2014 | 08/2017 |
| Ubs Financial Services Inc. | Denver | CO | 09/2017 | 11/2018 |
| Steele Street Private Wealth Partners | Denver | CO | 01/2019 | Present |
| Unemployed | Denver | CO | 12/2018 | 12/2018 |
1) Committee Member of CFA Society Colorado and does not receive compensation for his involvement. Investment Related. Less than 10% of his time is spent. 2) Advisory board for University of Colorado - Boulder Economics Department and does not receive compensation for his involvement. Not investment related. Less than 10% of his time is spent. 3) 3/2023 - Member of Board of Directors of Economic Literacy Colorado and chair of the business development committee and does not receive compensation for his involvement. Not investment related. Less than 10% of his time is spent. 4) 3/2023 - Treasurer of Stanley British Primary School Parents Association (no direct control over financial assets - strictly budget and audit duties) and does not receive compensation for his involvement. Not investment related. Less than 10% of his time is spent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-10 |
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