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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-16 |
| NC | RA | APPROVED | 2025-08-04 |
| CO | RA | APPROVED | 2024-05-29 |
| WI | RA | APPROVED | 2023-07-28 |
| WY | RA | APPROVED | 2023-06-22 |
Branch Locations
330 S Center Street Suite 344, Casper, WY 82601 • United States
Casper, WY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 10/2020 | 12/2022 |
| Yunker Industries | Elkhorn | WI | 07/2020 | 07/2020 |
| Menards | Casper | WY | 02/2018 | 08/2018 |
| Unemployed | Casper | WY | 01/2011 | 02/2018 |
| Menards | Cheyenne | WY | 08/2018 | 07/2020 |
| Unemployed | Casper | WY | 07/2020 | 10/2020 |
| Westpac Wealth Partners | Las Vegas | NV | 12/2022 | 04/2023 |
| Guardian Life Insurance | Las Vegas | NV | 04/2023 | 08/2023 |
| Park Avenue Securities | Las Vegas | NV | 04/2023 | 08/2023 |
| Guardian Life Insurance Company | Casper | WY | 08/2023 | Present |
| Park Avenue Securities | Casper | WY | 08/2023 | Present |
Officiating Basketball - Independent contractor for officiating youth basketball games, Start: 2/1/2018, Address: N/A 10 total hours a month; 0 during securities trading hours Not investment related, Less than 10% annual compensation;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
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