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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-09 |
Branch Locations
90 S Cascade Ave, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Colorado Springs | CO | 04/2019 | 06/2025 |
| Charter Communications | Colorado Springs | CO | 08/2018 | 04/2019 |
| Unemployed | Colorado Springs | CO | 08/2017 | 08/2018 |
| California Casualty Management Co | Colorado Springs | CO | 06/2014 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colorado Springs | CO | 06/2026 | Present |
| Unemployed | Colorado Springs | CO | 06/2025 | 06/2026 |
| Bank Of America, N.A. | Colorado Springs | CO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-22 |
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