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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-14 |
Branch Locations
2323 E Arapahoe Rd, Centennial, CO 80122 • United States
7301 S Santa Fe Dr Ste 180, Littleton, CO 80120 • United States
9409 S University Blvd, Highlands Ranch, CO 80126 • United States
101 W County Line Rd, Littleton, CO 80129 • United States
8280 S Holly St, Centennial, CO 80122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Greenwood Village | CO | 12/2014 | 04/2021 |
| Fidelity Investments | Greenwood Village | CO | 04/2021 | 10/2023 |
| Key Investment Services Llc | Brooklyn | OH | 10/2023 | 09/2024 |
| J.P. Morgan Securities Llc | Centennial | CO | 09/2024 | 04/2026 |
| Jpmorgan Chase Bank, N.A. | Centennial | CO | 09/2024 | 04/2026 |
| Pnc Wealth Management | Highlands Ranch | CO | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-28 |
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