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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2016-06-02 |
Branch Locations
1333 W. 120Th Ave. Suite 101, Westminister, CO 80234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Northglenn | CO | 04/2012 | Present |
| World Financial Group, Inc. | Northglenn | CO | 12/2011 | Present |
| Brighton Ski Area | Cottonwood | UT | 10/2011 | 04/2020 |
| Uber | San Francisco | CA | 05/2017 | Present |
| Air Bnb | Westminster | CO | 11/2018 | 04/2020 |
| Denver Public Schools | Denver | CO | 02/2019 | 04/2020 |
| Fedex | Denver | CO | 04/2020 | 11/2022 |
| Home Rental | Westminster | CO | 10/2024 | Present |
"Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Uber | 05/2017 | San Francisco, CA | Not investment related | Driver HOME RENTAL POSITION: Home owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 9033 kent street, Kent Street, WESTMINSTER CO 80031, United States DESCRIPTION: Simply ensure that the property is safe and habitable for my tenants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-10 |
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