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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-08-14 |
Branch Locations
1700 Lincoln St 10Th & 11Th Fls [Ma/Md-Rbo], Denver, CO 80203 • United States
1242 Pearl St, Boulder, CO 80302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yellowstone Partners, Llc | Logan | UT | 12/2014 | 02/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2017 | 07/2018 |
| Wealth Advocates | Logan | UT | 12/2014 | 06/2018 |
| Mercer Global Advisors Inc. | Boulder | CO | 06/2018 | 01/2019 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 07/2019 | Present |
| Unemployed | Superior | CO | 02/2019 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-17 |
| S65 | Uniform Investment Adviser Law Examination | 2015-11-16 |
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