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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-05 |
| CO | RA | APPROVED | 2021-09-01 |
Branch Locations
1801 California Street Suite 3900, Denver, CO 80202-5822 • United States
3491 East Harmony Road Suite 210, Fort Collins, CO 80528-9669 • United States
Timnath, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wambolt & Associates Llc | Littleton | CO | 06/2016 | 08/2021 |
| University Of Colorado | Boulder | CO | 08/2015 | 12/2017 |
| University Of Colorado Boulder | Boulder | CO | 08/2014 | 12/2017 |
| Centric Investment Group Inc. | Littleton | CO | 06/2016 | 12/2019 |
| Rbc Wealth Management | Fort Collins | CO | 08/2021 | Present |
(1) N/A;NON-INVESTMENT RELATED; 5405 S. DOVER ST., UNIT 104, DENVER, CO 80123; REAL ESTATE; OWNER/PROPERTY MANAGER/LAND LORD; 1 HR/MONTH; 0 HOURS DURING TRADING; OWNER OF A PROPERTY WHO, IN EXCHANGE FOR RENT, LEASES TO TENANTS. RESPONSIBLE FOR THE EXPRESS COVENANTS LISTED IN THE LEASE. (2) Name: Becks Martial Arts Non-Investment related Address: 2020 S College Ave, Fort Collins CO 80525 Nature of OBA: Martial Arts - Taekwondo - School Position/Title/Relationship: Independent Contractor/Consultant Projected Start Date: 07/29/22 Time Devoted: 0.25 hours per month; 0 during securities trading hours Duties: Coaching students in martial arts
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-04 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-10 |
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