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8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-07 |
| PA | RA | APPROVED | 2025-07-03 |
| NY | RA | APPROVED | 2025-07-02 |
| TX | RA | APPROVED_RES | 2025-07-02 |
Branch Locations
8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
369 Lexington Ave 9Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ghp Investment Advisors | Denver | CO | 10/2022 | 04/2025 |
| Hotel Boulderado | Boulder | CO | 09/2021 | 10/2022 |
| Nothing Bundt Cakes | Longmont | CO | 01/2021 | 06/2021 |
| Northwestern Mutual | Boulder | CO | 05/2020 | 12/2020 |
| Hotel Boulderado | Boudler | CO | 12/2019 | 04/2020 |
| Pumphouse | Longmont | CO | 08/2019 | 12/2019 |
| Yellowstone Club | Big Sky | MT | 05/2019 | 08/2019 |
| Cu Boulder | Boulder | CO | 08/2018 | 05/2019 |
| Pumphouse | Longmont | CO | 11/2017 | 08/2018 |
| Panera Bread | Longmont | CO | 01/2016 | 11/2017 |
| Lake Valley | Longmont | CO | 05/2021 | 08/2022 |
| Range Advisory, Llc | Mclean | VA | 04/2025 | Present |
the name of the other business: Passport whether the business is investment related: No the address of the other business: 506 E. 13th St. New York, NY 10009 the nature of the other business: Clothing brand your position: Owner/Designer title, or relationship with the other business: Owner/Designer the start date of your relationship: 1/1/26 the approximate number of hours/month you devote to the other business: 5 the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: designing and selling clothes, and creating content around men's fashion.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-05 |
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