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55 Union Street, Boston, MA 02108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-20 |
Branch Locations
2580 E Harmony Road Suite 301, Fort Collins, CO 80528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Fort Collins | CO | 05/2014 | 09/2018 |
| Questar Capital Corporation | Minneapolis | MN | 09/2018 | 03/2019 |
| Woodbury Financial Services, Inc. | Greeley | CO | 03/2019 | 12/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2021 | 12/2023 |
| Moors & Cabot, Inc. | Fort Collins | CO | 01/2024 | 03/2025 |
| Synergy Capital | Fort Collins | CO | 03/2025 | 06/2025 |
| Wincap Financial Llc | Fort Collins | CO | 06/2025 | Present |
1) Licensed insurance agent; Not investment-related; Fort Collins, CO, 80528; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours: Licensed insurance agent 2) Rental Property; Not investment-related; Fort Collins, CO, 80525; Single family rental property; Landlord; 05/2019; 1 hour per month; 0 during trading hours; Market property for leasing purposes and collect rent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-17 |
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