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1745 Shea Center Drive 445, Highlands Ranch, CO 80129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-17 |
| GA | RA | APPROVED | 2025-03-14 |
| TX | RA | APPROVED_RES | 2025-03-14 |
Branch Locations
1745 Shea Center Drive 445, Highlands Ranch, CO 80129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Chase Bank | Atlanta | GA | 07/2012 | 05/2019 |
| J.P Morgan Securities Llc. | Atlanta | GA | 07/2012 | 05/2019 |
| Citigroup | Atlanta | GA | 05/2019 | 03/2025 |
| Cedarwood Wealth | Atlanta | GA | 03/2025 | Present |
TDK Capital LLC; investment-related; same address; Owner; Start date: January 2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-03 |
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