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7001 East Belleview Ave Suite 800, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-10-03 |
Branch Locations
7001 East Belleview Ave Suite 800, Denver, CO 80237 • United States
120 West Park Drive Suite 205, Grand Junction, CO 81505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 21St Judicial District Attorney | Grand Junction | CO | 05/2016 | 07/2021 |
| Edgerock Wealth Management | Englewood | CO | 07/2021 | Present |
1) Grand Junction Horizon Sunrise Rotary Club; Not investment related; 2463 Broadway, Grand Junction, CO 81507; Volunteer/philanthropic organization that serves the local community, helps with service projects, promotes child literacy, etc.; Club President; I am a member/President of the club, President on the executive board, and help with overall decision making as well as volunteer projects.; August 2021;12 hours/month; 3-4 hours/month during trading hours; I help with volunteer projects, run club meetings, run board meetings, assist with club fund raisers. I rarely but sometimes go to conferences to gather information for the club. All of this is volunteer and I don't receive any compensation. 2) Center for Children; Not investment related; 2350 G Road, Grand Junction CO 81505; Non-profit organization that promotes healing and justice for children who are victims of violence and sexual abuse, while striving to make the community safer through prevention, education, and advocacy; Executive Board Secretary; Serve as a volunteer on the board; October 2021; 2-3 hours/month; approx. 1 hour/month during trading hours; I take notes at meetings, sometimes sign checks for employees or reimbursement. I volunteer at community events to promote The Center, and I often give some amount (usually 250-300) for the year. 3) Rocky Mountain Elk Foundation (RMEF); Not investment related; 5705 Grand Creek Road, Missoula, MT 59808-9394; RMEF works with partners to conserve quality elk range, migration corridors and calving areas while seeking to open or improve quality public access opportunities. Conservation tools include land acquisitions, voluntary conservation agreements, contributions and other means. RMEF works with Congress, federal and state agencies, legislatures, wildlife commissions and on other fronts to advance RMEF's mission; Board Member; Volunteer, February 2022; 0.5 hours/month; 0 hours/month during trading hours; Serve on the board, help with volunteer activities, and help coordinate and run the annual banquet for the Grand Junction Chapter.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-29 |
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