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7676 Forsyth Blvd. Suite 2100, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-26 |
Branch Locations
1900 16Th Street Suite 1700, Denver, CO 80202 • United States
7676 Forsyth Blvd. Suite 2100, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Colorado - Boulder | Boulder | CO | 05/2015 | 05/2018 |
| Five Rings Financial | Littleton | CO | 05/2017 | 08/2017 |
| Oppenheimerfunds | Centennial | CO | 07/2018 | 04/2019 |
| Transamerica Capital Inc. | Denver | CO | 04/2019 | 11/2019 |
| Alps, A Dst Company | Denver | CO | 01/2020 | 02/2020 |
| Unemployed | Denver | CO | 02/2020 | 05/2020 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 05/2020 | 08/2020 |
| Pinnacle Wealth Management | Denver | CO | 09/2020 | 02/2023 |
| Beacon Pointe Advisors Llc | Denver | CO | 02/2023 | 12/2024 |
| Beacon Pointe Advisors Llc | Denver | CO | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-01 |
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