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680 S Cache St Suite 100-12679, Jackson, WY 83001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| VA | RA | APPROVED | 2024-08-09 |
| WY | RA | APPROVED | 2020-07-21 |
Branch Locations
680 S Cache St Suite 100-12679, Jackson, WY 83001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Aurora | CO | 10/2015 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aurora | CO | 10/2015 | 11/2018 |
| Threefoot Trading Llc | Denver | CO | 07/2018 | 04/2019 |
| Citi Personal Wealth Management | Arlington | VA | 04/2019 | 06/2020 |
| Merrill Lynch | Aurora | CO | 10/2015 | 12/2018 |
| Dreyfuss Capital Management Llc | Jackson | WY | 06/2020 | Present |
| Certior Financial Group | King Of Prussia | PA | 12/2020 | 09/2022 |
Insurance. Non-investment related. Insurance Agent. Works with clients on insurance needs. Not mutually exclusive in time. Starting May 2019.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-05 |
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