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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-13 |
| SC | RA | APPROVED | 2026-06-11 |
| AZ | RA | APPROVED | 2026-02-11 |
| NV | RA | APPROVED | 2026-02-04 |
| FL | RA | APPROVED | 2025-10-16 |
| HI | RA | APPROVED | 2025-06-30 |
| SD | RA | APPROVED | 2023-02-24 |
| MN | RA | APPROVED | 2023-02-21 |
| IA | RA | APPROVED | 2023-02-17 |
| KS | RA | APPROVED | 2023-02-16 |
| NE | RA | APPROVED | 2023-02-16 |
| TX | RA | APPROVED_RES | 2022-11-29 |
| WY | RA | APPROVED | 2022-09-29 |
| CO | RA | APPROVED | 2022-06-03 |
Branch Locations
1125 South Tower Rd, Aurora, CO 80017 • United States
10860 East Briarwood Ave, Centennial, CO 80112 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management,Inc. | San Francisco | CA | 03/2014 | 09/2019 |
| First Republic Securities Company, Llc | San Francisco | CA | 05/2016 | 09/2019 |
| Cetera Advisor Networks | El Segundo | CA | 01/2020 | 05/2022 |
| Unemployed | Denver | CO | 09/2019 | 01/2020 |
| Bender Financial Services | Highlands Ranch | CO | 01/2020 | 05/2022 |
| Cwm, Llc | Omaha | NE | 01/2020 | 05/2022 |
| Navy Federal Financial Group, Llc | Aurora | CO | 05/2022 | Present |
| Navy Federal Investment Services, Llc | Aurora | CO | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-10 |
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