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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
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
8241 S. Continental Divide Road, Littleton, CO 80127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedrus Llc | Littleton | CO | 05/2021 | 12/2024 |
| Unemployed | Irvine | CA | 10/2020 | 05/2021 |
| Rd Systems | Tustin | CA | 07/2019 | 10/2020 |
| Schneider Electric | Brea | CA | 02/2017 | 06/2019 |
| United Renovations | Carrollton | TX | 02/2016 | 12/2016 |
| Srs Capital Advisors, Llc | Denver | CO | 12/2024 | Present |
1.) Insurance Agent, Investment Related, Littleton, CO, Start Date 02/2021, Lines of authority include Life and Accident & Health, approximately 2 hours per month with 2 hours devoted during securities trading hours, sell insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-01 |
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