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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-05-05 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Henrico, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Richmond | VA | 05/2009 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 04/2020 | 04/2021 |
| Acac Fitness | Glen Allen | VA | 05/2013 | 04/2020 |
| Beecroft And Bull | Richmond | VA | 08/2019 | 04/2020 |
| Bank Of America, N.A. | Richmond | VA | 07/2020 | 04/2021 |
| Gwfs Equities, Inc. | Greenwood Village | CO | 04/2021 | Present |
1) ACAC; NOT INV. RELATED; GLEN ALLEN, VA; FITNESS INSTRUCTOR; START DATE 7/15/2015; 20 HRS PER MONTH; 0 HRS DURING TRADING; INSTRUCT INDOOR CYCLE CLASSES. 2) Atlantic Coast Athleetic Company (ACAC) / Personal Trainer. Train clients for the purpose of fitness goals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-08 |
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