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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-06 |
| CO | RA | APPROVED | 2020-05-11 |
Branch Locations
3491 East Harmony Road Suite 210, Fort Collins, CO 80528-9669 • United States
Loveland, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Fort Collins | CO | 03/2013 | 05/2020 |
| Rbc Capital Markets, Llc | Fort Collins | CO | 05/2020 | Present |
1) Name: Fort Collins Children's Theatre Address: PO Box 442 Fort Collins, CO 80521 Business Description: The mission of FCCT is to engage Northern Colorado in live, family-friendly theatre and story. Business is not investment related Projected Start Date: 01/22/19 Capacity: Treasurer Duties Performed: Reconciling accounts using QuickBooks, in conjunction with a contracted bookkeeper, pay contractors and vendors, overseeing tax filing, reporting to the Board on a monthly basis. Devoted to this OBA per Month: 3 Hours Devoted to this OBA during business hours: 0 (2) NAME OF ENTITY: 1934 Sunshine Peak Dr ADDRESS: 3031 Spring Mountain Dr Loveland CO 80537 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: Nov 28, 2025 CAPACITY: Owner DUTIES: I own the rental property. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours (3) NAME OF ENTITY: DoorDash, Inc. ADDRESS: 303 2nd Street Suite 800 San Francisco CA 94107 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Public Company START DATE: Nov 28, 2025 CAPACITY: Other DUTIES: Contractor, receiving a 1099, paid per delivery HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 -4 4) NAME OF ENTITY: Phase4 Services LLC ADDRESS: 3031 Spring Mountain Dr Loveland Colorado 80537 INVESTMENT/NOT INVESTMENT RELATED: Yes - I will provide advice regarding very low risk, interest bearing investments, like CDs or money market for short-term funds. BUSINESS DESCRIPTION: Private Company START DATE: Nov 16, 2025 CAPACITY: Owner DUTIES: I am a 50% member of the LLC. The other member is my husband, Toby Rowe. I am also the registered agent. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-11 |
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