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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community 1St National Bank | Manhattan | KS | 08/2014 | 05/2018 |
| Uber / Lyft | Manhattan And Kansas City | KS | 07/2017 | 01/2019 |
| Integrity Advisory, Llc | Overland Park | KS | 07/2018 | 07/2019 |
| American Century Investments | Kansas City | MO | 10/2019 | 06/2020 |
| Personal Capital Advisors Corporation | Denver | CO | 07/2020 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-04 |
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