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1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-23 |
Branch Locations
1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 10/2020 | 12/2022 |
| Tiaa | Denver | CO | 10/2020 | 04/2025 |
| Vertafore | Denver | CO | 01/2020 | 10/2020 |
| Colorado State University | Fort Collins | CO | 08/2014 | 05/2018 |
| Photography Business | Denver | CO | 08/2014 | Present |
| Evergreen Property Management, Inc. | Fort Collins | CO | 01/2018 | 08/2019 |
| Outback Steakhouse | Fort Collins | CO | 05/2017 | 06/2018 |
| Mason Frank International | Denver | CO | 11/2019 | 11/2019 |
| Johnson Financial Group Llc Dba Jfg Family Office | Denver | CO | 04/2025 | Present |
| Jfg Wealth Management, Llc | Denver | CO | 04/2025 | 12/2025 |
(1) Name: Photography Business Position: Owner Nature: Individuals hire me for different occasions to take photos for them. Investment Related: No Hours: 20 Securities Trading Hours: 0 Start Date: 08/01/2014 Address: Home Address, 1102, Denver CO 80205, United States Description: It is a small photography business - people hire me and I go outside my home to take their photos, and then I edit and distribute the photos from my home.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-30 |
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