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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED_RES | 2024-07-31 |
| CO | RA | APPROVED | 2024-07-29 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
2950 E Harmony Road Suite 250, Fort Collins, CO 80528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Loveland | CO | 10/2012 | 11/2016 |
| Wells Fargo Advisors, Llc | Loveland | CO | 08/2015 | 11/2016 |
| Amway | Fort Collins | CO | 10/2007 | 04/2020 |
| Wells Fargo Clearing Services, Llc | Loveland | CO | 11/2016 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Loveland | CO | 11/2016 | 07/2024 |
| Steward Partners Global Advisory, Llc | Fort Collins | CO | 07/2024 | Present |
| Steward Partners Investment Solutions, Llc | Fort Collins | CO | 07/2024 | Present |
| Steward Partners Investment Advisory, Llc | Fort Collins | CO | 07/2024 | Present |
1ST PHORM; NOT INVESTMENT RELATED; FORT COLLINS,CO; TRAINER; START DATE 04/27/2020; NUMBER OF HOURS PER MONTH 20; NUMBER OF HOURS DURIN TRADING 0; TOPICS ON HEALTH AND NUTRITION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-20 |
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