Lorilee Jones Colgrove

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-12-20
CO	RA	APPROVED	2021-12-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Centennial	CO	09/2021	Present
Bank Of America	Boulder	CO	08/2020	09/2021
Financial Planning Association	Denver	CO	06/2020	07/2020
Entrepreneurial Solutions 2019 Llc	Boulder	CO	02/2019	04/2020
Curtis Financial	Champlain	MN	09/2017	04/2018
American Refugee Committee	Minneapolis	MN	09/2016	06/2017
Unemployed	Boulder	CO	05/2018	02/2019
Unemployed	St. Michael	MN	04/1996	09/2016
University Of Colorado--Boulder	Boulder	CO	08/2018	05/2020
Bank Of America, N.A.	Centennial	CO	10/2021	Present

09/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Centennial, CO
08/2020 → 09/2021

Bank Of America

Boulder, CO
06/2020 → 07/2020

Financial Planning Association

Denver, CO
02/2019 → 04/2020

Entrepreneurial Solutions 2019 Llc

Boulder, CO
09/2017 → 04/2018

Curtis Financial

Champlain, MN
09/2016 → 06/2017

American Refugee Committee

Minneapolis, MN
05/2018 → 02/2019

Unemployed

Boulder, CO
04/1996 → 09/2016

Unemployed

St. Michael, MN
08/2018 → 05/2020

University Of Colorado--Boulder

Boulder, CO
10/2021 → Present

Bank Of America, N.A.

Centennial, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-02

Other Firms