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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-21 |
| TX | RA | APPROVED | 2025-11-20 |
Branch Locations
50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co, Inc. | Lone Tree | CO | 08/2021 | 03/2022 |
| Lululemon | Boulder | CO | 11/2020 | 06/2021 |
| Christy Sports | Beaver Creek | CO | 11/2017 | 03/2020 |
| Vista At Arrowhead | Edwards | CO | 05/2018 | 06/2021 |
| Country Club Of The Rockies | Edwards | CO | 07/2018 | 08/2018 |
| Black Diamond Bistro | Beaver Creek | CO | 12/2016 | 08/2017 |
| Sno & Jo | Avon | CO | 05/2015 | 08/2017 |
| Boulder Land Tans | Boulder | CO | 10/2018 | 08/2021 |
| University Of Colorado Boulder | Boulder | CO | 08/2017 | 08/2021 |
| Vail Christian High School | Edwards | CO | 08/2013 | 05/2017 |
| Memoryblue | Denver | CO | 04/2022 | 07/2022 |
| Payqwick | Denver | CO | 08/2022 | 04/2023 |
| Unemployed | Denver | CO | 04/2023 | 10/2023 |
| Raymond James Financial Services, Inc. | Denver | CO | 09/2023 | 07/2025 |
| Carnes Wealth Management | Denver | CO | 10/2023 | 07/2025 |
| Frost Creek Golf Club | Eagle | CO | 11/2017 | 03/2018 |
| Morgan Stanley | Jacksonville | FL | 11/2025 | Present |
| Unemployed | Denver | CO | 07/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-22 |
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