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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-29 |
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
7293 E Hampden Ave, Denver, CO 80224 • United States
7293 E Hampden Ave, Denver, CO 80224 • United States
1455 16Th St Mall Floor 06, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Denver | CO | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Denver | CO | 06/2026 | Present |
| Fidelity Investments | Denver | CO | 06/2021 | 06/2026 |
| University Of Colorado Boulder | Boulder | CO | 08/2018 | 08/2021 |
| Peak Advisers | Denver | CO | 06/2019 | 08/2019 |
| Wealth Strategies Group/Guardian | Denver | CO | 06/2018 | 03/2019 |
| Unemployed | Denver | CO | 10/2016 | 05/2018 |
| Radarfirst | Portland | OR | 06/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-23 |
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