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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-02-01 |
| TX | RA | APPROVED | 2023-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Stone Creek Group | Denver | CO | 05/2015 | 08/2017 |
| Unemployed | Englewood | CO | 10/2020 | 10/2020 |
| Northwestern Mutual Investment Services Llc | Lakewood | CO | 11/2018 | 09/2020 |
| Unemployed | Englewood | CO | 09/2017 | 10/2018 |
| Bryan Austin (Longwise Wealth Partners) | Lakewood | CO | 11/2018 | 09/2020 |
| Northwestern Mutual Wealth Management Company | Lakewood | CO | 08/2019 | 09/2020 |
| Ubs Financial Services Inc | Denver | CO | 11/2020 | 01/2023 |
| Jpmorgan Chase Bank, N.A. | Denver | CO | 01/2023 | Present |
| J.P. Morgan Securities Llc | Denver | CO | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-03-18 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-30 |
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