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6312 S Fiddlers Green Circle Suite 300E, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-17 |
Branch Locations
6312 S Fiddlers Green Circle Suite 300E, Greenwood Village, CO 80111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2019 | 07/2019 |
| Uber | Denver | CO | 08/2018 | 02/2019 |
| Faith Presbyterian Church | Aurora | CO | 08/1993 | 08/2018 |
| Lyft | Denver | CO | 08/2018 | 02/2019 |
| Prudential Advisors | Englewood | CO | 07/2019 | 07/2023 |
| Edward Jones | St Louis | MO | 07/2023 | 06/2025 |
| Peak Financial Guidance Llc | Greenwood Village | CO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-09 |
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