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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-24 |
| CO | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED_RES | 2026-08-20 |
Branch Locations
4000 Legato Road 8Th Floor , Fairfax , VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seattle Public Schools | Seattle | WA | 06/2018 | 08/2018 |
| Chick Fil A | Fort Collins | CO | 11/2017 | 05/2018 |
| Power To Play | Windsor | CO | 06/2017 | 05/2018 |
| Colorado State University | Fort Collins | CO | 08/2013 | 05/2017 |
| Cozzola's Pizza | Fort Collins | CO | 04/2016 | 12/2016 |
| Basketball Coach | Fort Collins | CO | 06/2017 | 05/2018 |
| Basketball Coach | Seattle | WA | 06/2018 | 09/2019 |
| Lesner Middle School | Fort Collins | CO | 06/2017 | 03/2018 |
| Axa Advisors, Llc | New York | NY | 08/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2018 | 11/2020 |
| Personal Capital Advisors Corporation | Pueblo | CO | 11/2020 | 04/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 08/2026 |
| Edelman Financial Engines | Santa Clara | CA | 08/2026 | Present |
BASKETBALL REFEREE, Pueblo, CO. 81005; INDEPENDENT CONTRACTOR; NOT INVESTMENT RELATED. START DATE 6/2016, APPROX 20 HOURS A MONTH; 0 hours during security trading hours; duties: officiate basketball games
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-27 |
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