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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-08 |
Branch Locations
6701 S Wadsworth Blvd., Littleton, CO 80128 • United States
11767 W Ken Caryl Avenue, Littleton, CO 80127 • United States
4600 S Broadway, Englewood, CO 80113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lps Partners Inc | New York | NY | 04/2016 | 05/2017 |
| Lps Capital Llc | New York | NY | 01/2019 | 10/2020 |
| Bok Financial Securities, Inc. | Denver | CO | 11/2020 | 01/2025 |
| Bokf, Na | Denver | CO | 11/2020 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 01/2025 | 06/2026 |
| Unemployed | Fort Collins | CO | 06/2017 | 12/2018 |
| Pnc Wealth Management, Llc | Littleton | CO | 07/2026 | Present |
January 1, 2026 / Board Member / Metro Lofts / Non-Investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-01 |
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