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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2021-11-08 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Army Reserve | New Orleans | LA | 05/2014 | Present |
| Edward Jones | St Louis | MO | 11/2015 | 07/2018 |
| Charles Schwab & Co., Inc. | Ridgeland | MS | 11/2018 | 06/2021 |
| Charles Schwab Bank | Ridgeland | MS | 11/2018 | 06/2021 |
| Wells Fargo Bank | Flowood | MS | 07/2018 | 10/2018 |
| Morgan Stanley | Ridgeland | MS | 06/2021 | 10/2021 |
| Gwfs Equities, Inc | Greenwood Village | CO | 10/2021 | Present |
| Advised Assets Groups, Llc | Greenwood Village | CO | 10/2021 | Present |
1) United States Army Reserve; 5010 Leroy Johnson Dr; New Orleans, LA 70126; Military Captain Plans and Operations Officer start date: 05/2014; 16 hrs/ month; 0 hrs during trading hours; help plan operations at theatre level.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-11 |
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