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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-08-04 |
Branch Locations
215 Union Blvd Suite 200, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Project Rise Fitness | Denver | CO | 09/2018 | 02/2019 |
| Colorado State University | Fort Collins | CO | 01/2016 | 08/2018 |
| Old Town Athletic Club | Fort Collins | CO | 07/2016 | 05/2018 |
| Pulcinella Pizzeria | Fort Collins | CO | 10/2015 | 01/2017 |
| Crossfit Cherry Creek | Denver | CO | 09/2018 | 01/2019 |
| New York Life Insurance Co. | Denver | CO | 01/2019 | Present |
| Nylife Securities Llc | Denver | CO | 05/2019 | Present |
| Noble Capital Group, Llc | Denver | CO | 06/2022 | 01/2023 |
| Eagle Strategies Llc | Denver | CO | 08/2022 | Present |
| Ethos Wealth Strategies Llc | Denver | CO | 01/2023 | 09/2023 |
| High Point Financial Group, Llc | Denver | CO | 09/2023 | Present |
[CrossFit Cherry Creek, at 2422 S Trenton Way, Denver CO 80231. I started coaching and training here in September 2018. I receive Free Membership as compensation. I spend 8 total hours per month on this activity. Approximately 3 hours per month will be conducted during securities trading hours. I coach and lead fitness classes.] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3200 Cherry Creek S Dr Suite 700 Denver, CO 80209; Start Date 07/2022; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF High Point Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; DENVER CO; START DATE: 08/2023] [Brandtship ; E Commerce Dropshipping. e-commerce store providing office supplies ; 2452 S Eagle Way Aurora CO 80014; Start Date 10/2023; Role/Title: Owner; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-26 |
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