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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-09-05 |
| WY | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lodge At Vail | Vail | CO | 12/2018 | 07/2020 |
| Vail Marriott Mountain Resort | Vail | CO | 05/2008 | Present |
| Avantax Investment Services, Inc | Eagle | CO | 08/2020 | 09/2025 |
| Avantax Advisory Services | Eagle | CO | 08/2020 | 09/2025 |
| Brush Creek Financial Advisors Llc | Eagle | CO | 01/2021 | Present |
| Matt Welsh Photography | Eagle | CO | 08/2020 | Present |
| Vilar Performing Arts Center | Avon | CO | 01/2023 | Present |
| The Hythe Vail | Vail | CO | 08/2020 | Present |
| Porter, Muirhead, Cornia & Howard (Pmch) | Casper | WY | 07/2023 | Present |
| Porter, Muirhead, Cornia, & Howard Wealth Advisors (Pmch Wealth | Casper | WY | 07/2023 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Casper | WY | 04/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Bozeman | MT | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Table Spirits LLC~35 MacDonald St~Eagle~CO~81631~Other~Other~2/12/2019~1hrs~0hrs~Researching spirit production, sourcing, purchasing, bottling, branding, and distributing. Researching viable products / markets on Amazon and where to source merchandise that fits. I am no longer active in either arena. 2)Vail Resorts Hotel Management Company~715 West Lionshead Circle~Vail~CO~81657~Other~Employee~5/15/2008~40hrs~0hrs~Setting up event space for meals and meetings. Serving meals in event space. Cleaning event space. Setting up event space bars. Serving event space bars. Cleaning up event space bars. 3) PORTER, MUIRHEAD, CORNIA, & HOWARD WEALTH ADVISORS (PMCH WEALTH ADVISORS); Servicing Advisor; I will be acting as a financial planner and Investment Advisor Representative in this role. IR; 200HRS; 130 HRS; 07/10/2023; 600 East 1st Street, Casper WY 82601, United States; I will be building financial plans and working on existing plans, both of which will be reviewed by the Lead Advisor before being presented to the respective clients. As Investment Advisor Representative I will be building portfolio recommendations and portfolio maintenance recommendations for prospective and existing clients respectively, both of which will be reviewed by the Lead Advisor before being presented to clients. 4)MATT WELSH PHOTOGRAPHY; Owner / Photographer; I sell photography services to individuals, families, public events, and private events. I photograph people and events, edit those photographs, and deliver final edits to my client.; NIR; 20 HRS; HOURS: 4 HRS; 08/01/2020; 35 MacDonald St, Eagle CO 81631, United States; Owner, photographer, photo editor. My primary activities are booking photography sessions, taking pictures during the photo sessions, and editing / delivering photos from the sessions. 5) THE HYTHE VAIL; On Call Banquet Server; On call banquet server. I have the freedom to pick up shifts that fit my schedule. NIR; 6 HRS, 0 HRS; 08/03/2020; 715 W Lionshead, Vail CO 81657, United States; I have the freedom to pick up shifts that fit my schedule. Duties include setting up, service, and cleaning up catered events at The Hythe: Luxury Collection by Marriott hotel in Vail, CO. 6) PORTER, MUIRHEAD, CORNIA & HOWARD (PMCH); Servicing Advisor; I will be acting as a financial planner and Investment Advisor Representative in this role. IR; 200 HRS; 130 HRS; 07/10/2023; 600 East 1st Street, Casper WY 82601, United States; In my financial planner role I will be building financial plans and working on existing plans, both of which will be reviewed by the Lead Advisor before being presented to the respective clients. As Investment Advisor Representative I will be building portfolio recommendations and portfolio maintenance recommendations for prospective and existing clients respectively, both of which will be reviewed by the Lead Advisor before being presented to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-06 |
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