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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-12-08 |
Branch Locations
8241 S. Continental Divide Road, Littleton, CO 80127 • United States
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2021 | 06/2021 |
| Morrow Energy | Midland | TX | 07/2018 | 06/2022 |
| Trinity University | San Antonio | TX | 08/2014 | 05/2018 |
| Cedrus Llc | Littleton | CO | 06/2021 | 12/2024 |
| Cedrus Llc | Littleton | CO | 03/2021 | 12/2024 |
| Srs Capital Advisors, Llc | Denver | CO | 12/2024 | Present |
1.) Currently own a second home, 404 Mile High Lane Midland, TX, 79706, with intent to use as a rental property. This was my previous residence and I am renting it out after I moved out. 2.) Independent Insurance Agent, Investment Related, Littleton, CO, Lines of authority in Life and Accident & Health, approximately 2 hours per month devoted to insurance activities, sell insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-15 |
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