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999 18Th St., Ste 1401, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-06 |
Branch Locations
999 18Th St., Ste 1401, Denver, CO 80202 • United States
999 18Th Street Suite 1401, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Capital Inc | Denver | CO | 10/2014 | 11/2019 |
| Unemployed | Denver | CO | 12/2019 | 05/2020 |
| Lpl Financial, Llc | Denver | CO | 06/2020 | 08/2024 |
| Tedstrom Wealth Advisors, Inc. | Denver | CO | 06/2020 | 11/2023 |
| Merit Financial Group D/B/A Merit Financial Advisors | Alpharetta | GA | 04/2022 | 03/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | 03/2025 |
| Paragon Capital Management | Denver | CO | 05/2025 | Present |
1. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/15/2024. 10 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-17 |
| S66 | Uniform Combined State Law Examination | 2012-02-15 |
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