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Arvada, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
Boca Raton, FL • United States
Arvada, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Dallas | TX | 04/2016 | 03/2017 |
| Exencial Wealth Advisors | Frisco | TX | 03/2017 | 11/2017 |
| Creative Planning | Boca Raton | FL | 11/2017 | 09/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Boca Raton | FL | 02/2019 | 07/2022 |
| Tiaa | Boca Raton | FL | 02/2019 | 07/2022 |
| Self-Employment | Boca Raton | FL | 09/2018 | 02/2019 |
| Self-Employment | Boca Raton | FL | 07/2022 | 10/2022 |
| Core Wealth Management, Inc. | Jupiter | FL | 10/2022 | 07/2023 |
| Q3 Advisors, Llc | Denver | CO | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-07 |
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