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5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-13 |
| CO | RA | APPROVED | 2021-09-17 |
Branch Locations
5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Greenwood Village | CO | 02/2000 | 09/2021 |
| Bank Of America, N.A. | Greenwood Village | CO | 09/2009 | 09/2021 |
| Nilsine Partners, Llc | Greenwood Village | CO | 09/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2021 | Present |
1) 1. Nilsine Partners 2. Investment related 3. 5675 DTC Blvd, Greenwood Village, CO 80111 4. Investment Advisory Services 5. Chief Experience Officer 6. 9/17/2021 7. 180 hrs/mo 8. 6.5 hrs during trading 9. Investment advice for individuals, families and trust services 2) 1. Fixed Insurance 2. Investment Related 3. 5675 DTC Blvd., Suite 175, Greenwood Village, CO 80111 4. Fixed / Traditional Insurance 5. Agent 6. 09/2021 7. 10 hrs/mo 8. 10 hrs during trading 9. Sales of Fixed / Traditional Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-21 |
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