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8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-05-28 |
| MO | RA | APPROVED | 2021-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ascent Private Capital Management Of Us Bank | Denver | CO | 08/2011 | 03/2021 |
| Matter Family Office | Denver | CO | 04/2021 | Present |
LJ Trust Company LLC; not investment-related; 5190 Neil Rd. Reno, NV 89502; Private Family Trust Company; Chair Beneficiary Relations Committee and Member Audit Committee; 1/2018; 4 hours; 4 hours; Oversight and participation in Committees mentioned herein.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-20 |
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