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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wy | Laramie | WY | 05/2015 | 12/2019 |
| Momentum Independent Network, Inc. | Dallas | TX | 03/2020 | 07/2021 |
| Conway & Associate Corp | Auora | CO | 03/2020 | 07/2021 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 07/2021 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Villag | CO | 11/2021 | 09/2025 |
| Criterion 3 Lifestyles Llc | Laramie | WY | 07/2016 | 01/2017 |
| Bank Of America, N.A. | Greenwood Village | CO | 01/2022 | 09/2025 |
| Momentum Independent Network Inc. | Aurora | CO | 05/2026 | Present |
| Unemployed | Aurora | CO | 09/2025 | 05/2026 |
1] CHERRY CREEK SCHOOL DISTRICT - OVERLAND HIGHSCHOOL, NON-INVESTMENT RELATED, 12400 E JEWELL AVE, AURORA, CO 80012, PUBLIC COMPANY, TEACHER/INSTRUCTOR, START DATE 08/01/2026, 40 HRS/MO NON-BUSINESS, 0 HRS/MO TRADING HOURS 2] COMMUNITY COLLEGE OF AURORA - OVERLAND HIGHSCHOOL, NON-INVESTMENT RELATED, 16000 E. CENTRETECH PARKWAY, AURORA, CO 80011 AND 12400 E JEWELL AVE, AURORA, CO 80012, PUBLIC COMPANY, INSTRUCTOR/PROFFESSOR, START DATE 08/01/2026, 40 HRS/MO NON-BUSINESS, 0 HRS/MO TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-26 |
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