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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-13 |
Branch Locations
15 Benchmark Rd, Avon, CO 81620 • United States
420 E Main St, Aspen, CO 81611 • United States
704 E Anemone Trl, Dillon, CO 80435 • United States
1901 Grand Ave, Glenwood Springs, CO 81601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 07/2019 | 06/2020 |
| Edgerock Wealth Management | Englewood | CO | 07/2017 | 05/2020 |
| Willis Towers Watson | Denver | CO | 01/2016 | 06/2017 |
| Jagged Mountain Craft Brewery | Denver | CO | 08/2013 | Present |
| Equitable Advisors, Llc | New York | NY | 07/2020 | 10/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2022 | 05/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2022 | 05/2024 |
| U.S. Bancorp Investments, Inc. | Avon | CO | 05/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Avon | CO | 02/2026 | Present |
Jagged Mountain Craft Brewery; Not Investment-related; Denver, CO; Beer; COO; Co-Owner and COO; 08/2013; 10 Hours/Month; 0 Hours/Trading; Co-Owner, work beer festivals on weekends, monthly meetings with staff.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-02 |
| S65 | Uniform Investment Adviser Law Examination | 2019-06-03 |
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