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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-09-30 |
| NM | RA | APPROVED | 2025-09-29 |
| TX | RA | APPROVED | 2025-02-03 |
| CO | RA | APPROVED | 2025-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Service | Denver | CO | 07/2018 | 03/2020 |
| Cibc Private Wealth (Fka Atlantic Trust Company, Na) | Denver | CO | 09/2006 | 07/2018 |
| Morgan Stanley | Greenwood Village | CO | 03/2020 | 02/2022 |
| Ubs Financial Services Inc. | Denver | CO | 02/2022 | 12/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 01/2025 | Present |
I*2925288Entity Type: Fiduciary roleName of OBA: Vigil Family TrustAddress: Littleton, COInvestment Related: NoPosition, Title, Association: Co-TrusteeStart Date:09/29/2025No Hours: 0 No Hours during trading:0 Duties: Co-Trustee for Spouse I*3297275Entity Type: Fiduciary role Name of OBA: V.. FAMILY TRUST U/A DTD 05/11/2023Address: DENVER, CO 80127Investment Related: NoPosition, Title, Association: ConservatorEmployee Start Date: 12/10/2025Number of Hours: 5, Yearly Number of Hours during trading: 0 Duties: Conservator/Self, Spouse I*4584292, Entity Type: , Name of OBA: A L V TTEE P A V TTEE U/A DTD 05/11/2023 , Address: Littleton, Colorado, 80127, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 05/18/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4904267 Entity Type: Fiduciary role Name of OBA: A. L V. TTEE P. A V. TTEE U/A DTD 05/11/2023 Address: LITTLETON, Colorado, 80127 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/13/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Co-Trustee/Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-13 |
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