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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-27 |
| TX | RA | APPROVED_RES | 2026-04-06 |
| CO | RA | APPROVED | 2026-04-02 |
Branch Locations
Colorado Springs, CO • United States
5825 Delmonico Blvd Suite 320, Colorado Springs, CO 80919 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co. | Lone Tree | CO | 09/2015 | 05/2019 |
| Creative Financial Services, Inc. | Colorado Springs | CO | 05/2019 | 09/2024 |
| Origin Financial | San Francisco | CA | 06/2021 | 03/2022 |
| Journey Strategic Wealth | Summit | NJ | 09/2024 | 03/2026 |
| Hightower Advisors, Llc. | Chicago | IL | 03/2026 | Present |
OBA Name: FPA of Southern Colorado. Role: President. Duties: Responsibilities are leading meetings, building membership, advancing the profession by adding value for our members through programming. Non-investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-06 |
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