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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-26 |
| TX | RA | APPROVED | 2026-03-26 |
Branch Locations
5251 Dtc Parkway Suite 1500, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Denver | CO | 06/2016 | 01/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 06/2016 | 01/2025 |
| Morgan Stanley | Greenwood Village | CO | 01/2025 | Present |
*670037 - Sunset Holding Company Inc.; Investment related: Yes; Westminster, Colorado; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 10; Property Management:Other- My husband and I created a holding company to buy and hold real estate properties. We equally decide on properties to purchase, the management of said properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-12 |
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