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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-02-23 |
| NC | RA | APPROVED | 2020-06-08 |
| TX | RA | APPROVED | 2019-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boulder | CO | 09/2018 | Present |
| Woodwinds Property Management | Breckenridge | CO | 05/2018 | 09/2018 |
| Vail Resorts | Breckenridge | CO | 06/2014 | Present |
| Meeker Recreation Center | Meeker | CO | 08/2017 | 12/2017 |
| Town Of Frisco | Frisco | CO | 05/2017 | 08/2017 |
| Colorado State University | Fort Collins | CO | 08/2013 | 08/2017 |
| Bank Of America, N.A. | Boulder | CO | 10/2018 | Present |
I*1000313 For profit or not for profit: Entity For Profit Name of outside business organization: True Lacrosse Investment related: N Address of business: Durham, North Carolina, 27713 Nature of business: ["Corporation"] Position, title, association: ["Employee"], Start date of relationship: 9/25/2022 Number of hours devoted: 3 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-16 |
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