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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dancing Bear Aspen | Aspen | CO | 05/2016 | 04/2017 |
| Lyft | Denver | CO | 04/2017 | 12/2017 |
| Uber Technologies | Denver | CO | 05/2017 | 03/2019 |
| Massmutual Colorado | Denver | CO | 08/2017 | 08/2017 |
| Bank Of America | Highlands Ranch | CO | 11/2017 | 03/2019 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 03/2019 | 07/2024 |
| Alpha Capital Family Office, Llc | Greenwood Village | CO | 07/2024 | 05/2025 |
| Cliftonlarsonallen Wealth Advisors Llc | Denver | CO | 05/2025 | 08/2026 |
| Pnc Wealth Management, Llc | Kipling | CO | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-10 |
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