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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED_RES | 2023-09-05 |
Branch Locations
250 Fillmore Street Suite 104, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Holdings | Denver | CO | 12/2015 | 11/2017 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 01/2018 | 09/2019 |
| Charles Schwab Bank | Lone Tree | CO | 01/2018 | 09/2019 |
| E*Trade Securities Llc | Denver | CO | 09/2019 | 06/2020 |
| E*Trade Capital Management, Llc | Denver | CO | 09/2019 | 06/2020 |
| E*Trade Securities Llc | Centennial | CO | 06/2020 | 11/2020 |
| E*Trade Capital Management Llc | Centennial | CO | 06/2020 | 11/2020 |
| E*Trade Securities Llc | Greenwood Village | CO | 11/2020 | 09/2023 |
| E*Trade Capital Management Llc | Greenwood Village | CO | 11/2020 | 09/2023 |
| Morgan Stanley | Greenwood Village | CO | 01/2023 | 09/2023 |
| Morgan Stanley | Denver | CO | 09/2023 | Present |
| Morgan Stanley | Denver | CO | 09/2023 | Present |
*660864- Littleton Public Schools; Investment related: No; Littleton, Colorado; Coaching; Arapahoe High School Girls Basketball Coach (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 40; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-17 |
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