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7900 E Union Ave Suite 150, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-04-18 |
Branch Locations
7900 E Union Ave Suite 150, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aggregate Wealth Management | Denver | CO | 07/2019 | 01/2020 |
| Securities America, Inc. | Denver | CO | 10/2019 | 01/2020 |
| University Of Alabama | Tuscaloosa | AL | 08/2018 | 07/2019 |
| Spirit Realty Capital | Dallas | TX | 05/2018 | 08/2018 |
| University Of Alabama | Tuscaloosa | AL | 08/2015 | 05/2018 |
| Mass Mutual Life Insurance Company | Denver | CO | 01/2020 | 07/2020 |
| Mml Investors Services | Denver | CO | 02/2020 | 07/2020 |
| Catalyst Retirement Advisors | Denver | CO | 07/2020 | 01/2023 |
| Kestra Investment Services, Llc | Denver | CO | 07/2020 | 01/2023 |
| Kestra Advisory Services, Llc | Denver | CO | 07/2020 | 01/2023 |
| Clear Creek Advisors | Denver | CO | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-04 |
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