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Boulder, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-07 |
| VA | RA | APPROVED | 2023-08-01 |
| CA | RA | APPROVED | 2023-04-06 |
| CO | RA | APPROVED | 2021-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Tampa | FL | 08/2018 | 04/2019 |
| Nrt Llc Dba Property Frameworks | Atlanta | GA | 07/2016 | 08/2018 |
| Tvm Planning | Broomfield | CO | 05/2019 | 12/2021 |
| Downshift Financial, Llc | Broomfield | CO | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-09 |
| S66 | Uniform Combined State Law Examination | 2018-10-11 |
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