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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-08-18 |
Branch Locations
2000 South Colorado Blvd. Tower Two, Suite 1220, Denver, CO 80222 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| I.M. Wealth Care | Greenwood Village | CO | 01/2019 | Present |
| University Of Colorado - Full Time Student | Boulder | CO | 08/2015 | 05/2019 |
| Rmb Capital | Denver | CO | 06/2018 | 08/2018 |
| Floor And Decor | Kennesaw | GA | 05/2015 | 08/2017 |
| Lpl Financial, Llc | Greenwood Village | CO | 02/2020 | 08/2024 |
| Merit Financial Advisors | Greenwood Village | CO | 09/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1) Merit Financial Advisors. Investment Related. At registered location. RIA. IAR. 07/2024. Hrs/month 160 all during trading hours. Service clients. 2) Real Estate Rental. Not Investment Related. 7451 Granada Rd. Denver, Co 80221. Real Estate Rental. Other. 02/021. Hrs/month 5 all during trading hours. Roommates in primary residence paying monthly rent. 3) PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-11 |
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