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2121 Eisenhower Avenue Suite 605, Alexandria, VA 22314 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-13 |
| VA | RA | APPROVED | 2026-01-13 |
Branch Locations
2121 Eisenhower Avenue Suite 605, Alexandria, VA 22314 • United States
Arvada, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westbourne Investments, Inc. | Arvada | CO | 06/2012 | Present |
| Sap Americas, Inc | Boulder | CO | 02/2018 | Present |
| International Business Machines | Boulder | CO | 01/2012 | 10/2018 |
SAP Americas, Inc; Non Investment-Related; Boulder, CO; Software company; Senior Account Executive - Procurement; 2/2018; 160 hrs/mo; 160 hrs/mo during securities trading hours; Duties are to sell enterprise cloud procurement software to utilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-08 |
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