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1315 Oakridge Dr. Ste 100, Fort Collins, CO 80525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-07-06 |
| TX | RA | APPROVED | 2026-04-20 |
| CO | RA | APPROVED | 2026-02-06 |
Branch Locations
1315 Oakridge Dr. Ste 100, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2021 | 01/2026 |
| Conocophillips | Anchorage | AK | 01/2012 | 03/2021 |
| Otium Wealth Management, Llc | Fort Collins | CO | 02/2026 | Present |
1. Insurance Agent. Non-Investment Related. Fort Collins, Colorado. Insurance sales. Agent. Start Date: 12/2021. Less than 10% of his time per month during securities trading hours. Insurance sales. 2. Real Quantum, LLC. Non-Investment Related. Overland Park, Kansas. Software company. Owner. Start Date: 06/2022. Less than 10% of his time per month during securities trading hours. 3.51% Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-14 |
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