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15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-24 |
Branch Locations
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Centennial | CO | 04/2020 | 03/2021 |
| Shine Investments | Lone Tree | CO | 03/2017 | 09/2019 |
| Unemployed | Centennial | CO | 10/2016 | 02/2017 |
| Western Union | Englewood | CO | 04/2012 | 09/2016 |
| Unemployed | Centennial | CO | 09/2019 | 03/2020 |
| Prime Capital Investment Advisors, Llc | Denver | CO | 03/2021 | 01/2022 |
| Computershare / Newrez | Littleton | CO | 01/2022 | 01/2025 |
| R. Kent Harris & Assoicates | Greenwood Village | CO | 02/2025 | 06/2026 |
| Tru Independence Asset Management 2 Dba Merit Wealth Management | Portland | OR | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-31 |
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