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1307 Point Street, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-03-01 |
Branch Locations
Financial Center Two 2220 Briargate Parkway, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Colorado Springs | CO | 08/2014 | 11/2017 |
| T Rowe Price | Colorado Springs | CO | 11/2017 | Present |
1)CREEK SPRINGS,LLC; NOT INVESTMENT RELATED; COLORADO SPRINGS,CO; REAL ESTATE; 50% OWNER; JANUARY 2021; 1 HOUR PER MONTH, 0 DURING TRADING; PASSIVE REAL ESTATE INVESTMENTS 2)BRONCOS VALLEY,LLC; NOT INVESTMENT RELATED; COLORADO SPRINGS,CO; REAL ESTATE; 50% OWNER; JANUARY 2021; 1 HOUR PER MONTH, 0 DURING TRADING; PASSIVE REAL ESTATE INVESTMENTS 3) SEAHAWKS COAST LLC; NOT INVESTMENT RELATED; COLORADO SPRINGS,CO; REAL ESTATE; 50% OWNER; SEPTEMBER 2021; 1 HOUR PER MONTH, 0 DURING TRADING; PASSIVE REAL ESTATE INVESTING 4) GETWELL POINTE APARTMENTS LLC; NOT INVESTMENT RELATED; MEMPHIS,TN; INVESTOR, 5% OWNER; 12/15/21; 0 HOURS PER MONTH; OWNER/INVESTOR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-05 |
| S66 | Uniform Combined State Law Examination | 2008-06-02 |
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