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3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-17 |
Branch Locations
3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Denver | CO | 11/2014 | 09/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 11/2014 | 09/2017 |
| Creative Planning | Englewood | CO | 09/2017 | 03/2019 |
| Self-Employed | Englewood | CO | 04/2019 | 01/2020 |
| Hr Block | Denver | CO | 01/2020 | 04/2020 |
| Unemployed | Englewood | CO | 04/2020 | 05/2020 |
| Private Capital Management, Llc | Denver | CO | 05/2020 | 06/2025 |
| Crusonia Wealth Advisors Llc | Denver | CO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-21 |
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