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2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2023-08-01 |
Branch Locations
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
12000 N Pecos St, Ste 290, Westminster, CO 80234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nimbl | Denver | CO | 05/2019 | 03/2021 |
| Colorado State University | Ft Collins | CO | 05/2015 | 05/2019 |
| Innovative Financial Partners (Dba) | Aurora | CO | 03/2021 | Present |
| Sunbelt Securities Inc | Houston | TX | 07/2021 | Present |
1) Innovative Financial Partners LLC (DBA): Investment related. 3303 S Parker Rd, Ste 730, Aurora, CO 80014. DBA under Sunbelt Securities Inc. Registered Advisor. Financial planning. Start: 07/2021. 40 hours a week, during trading hours. 2) Infinite Outdoors, LLC (OBA): Not investment related. 2083 Vineyard Dr, Windsor, CO 80550. Hunting and fishing platform company. Independent contractor. Marketing and sales. Start: 01/2021. 10 hours a week, 2 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-08 |
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