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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-02 |
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
5613 Dtc Pkwy Ste 1000, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Lone Tree | CO | 05/2015 | 03/2019 |
| Fidelity Personal And Workplace Advisors | Lone Tree | CO | 07/2018 | 03/2019 |
| J.P. Morgan Securities Llc | Centennial | CO | 03/2019 | 07/2026 |
| Jp Morgan Chase Bank, N.A. | Centennial | CO | 03/2019 | 07/2026 |
| Prestige Meridian Llc | Parker | CO | 02/2026 | 07/2026 |
| Wells Fargo Clearing Services, Llc | Greenwood Village | CO | 07/2026 | Present |
SUNSHINE MOUNTAIN REALTY LLC; INV RELATED;PARKER,CO; REAL ESTATE;100% OWNERSHIP; START DATE: 07/03/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; BALDIE LLC ; INV RELATED;PARKER,CO; HOLDING COMPANY;100% OWNERSHIP; START DATE: 08/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; PRESTIGE MERIDIAN LLC ; INV RELATED;PARKER,CO; BUSINESS ACQUISITION COMPANY;100% OWNERSHIP; START DATE: 12/01/2025; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-27 |
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