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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-04-12 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
255 Bear Hill Rd, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Retirement Advisors | Braintree | MA | 09/2014 | 08/2021 |
| Voya Financial | Braintree | MA | 09/2014 | 08/2021 |
| Voya Financial Partners | Braintree | MA | 09/2016 | 08/2021 |
| Uber | Windsor | CT | 04/2017 | 11/2023 |
| Gwfs Equities, Inc | Greenwood Village | CO | 03/2022 | Present |
| Advised Assets Group, Llc | Greenwood Village | CO | 03/2022 | Present |
NORTON YOUTH SOCCER; NOT INVESTMENT RELATED; PO BOX 680, NORTON MA 02766; REFEREE; 09/01/2014; 6 HOURS PER MONTH/ 0 HOURS PER MONTH DURING TRADING HOURS; REFEREEING YOUTH SOCCER GAMES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-17 |
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