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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-10 |
Branch Locations
400 S Howes St, Fort Collins, CO 80521 • United States
301 E Horsetooth Rd, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Denver | CO | 01/2014 | 04/2017 |
| Raymond James Financial Services, Inc. | Fort Collins | CO | 04/2017 | 04/2018 |
| First National Bank | Fort Collins | CO | 04/2017 | 04/2018 |
| Raymond James Financial Services Advisors Inc. | Fort Collins | CO | 04/2017 | 04/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2018 | 05/2019 |
| Blue Federal Credit Union | Fort Collins | CO | 07/2018 | 05/2019 |
| Key Investment Services | Loveland | CO | 10/2019 | 07/2022 |
| Unemployed | Fort Collins | CO | 05/2019 | 09/2019 |
| Key Investment Services | Fort Collins | CO | 07/2022 | 12/2022 |
| Key Investment Services | Fort Collins | CO | 12/2022 | 08/2026 |
| U.S. Bancorp Advisors, Llc | Fort Collins | CO | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-29 |
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