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One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-04 |
| MI | RA | APPROVED | 2025-04-04 |
| CA | RA | APPROVED | 2025-04-02 |
| NC | RA | APPROVED | 2025-04-02 |
| WA | RA | APPROVED | 2025-04-02 |
| CO | RA | APPROVED | 2023-03-28 |
Branch Locations
250 Fillmore Street, Denver, CO 80206 • United States
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Capital Advisors Corporation | Denver | CO | 04/2016 | 03/2023 |
| Rmb Capital | Denver | CO | 03/2023 | Present |
I AM A 10% PARTNER IN CREEK SIDE PARTNERS LLC, WHICH OWN PROHEALTHCAREPRODUCTS.COM. THIS BUSINESS IS NOT INVESTMENT RELATED. MY TITLE IS CFO, BUT I DO NOT HAVE ANY DAY TO DAY RESPONSIBILITIES FOR THE COMPANY. PROHEALTHCAREPRODUCTS.COM SELLS NON FDA REGULATED MEDICAL DEVICES. I MADE THE ORIGINAL INVESTMENT IN AUGUST OF 2014. I DEVOTE BETWEEN 1-2 HOURS A MONTH TWO THIS COMPANY NEVER DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-26 |
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