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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-28 |
Branch Locations
3000 Arapahoe, Boulder, CO 80303 • United States
4770 Baseline Rd, Boulder, CO 80303 • United States
2835 Pearl Street, Boulder, CO 80301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Wealth Management | Boulder | CO | 05/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 08/2014 | 05/2026 |
| Tiaa | Denver | CO | 08/2014 | 05/2026 |
January 1, 2019 / Owner/Landlord / Rental Property / Non- Investment related / One hour
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-27 |
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