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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-17 |
| TX | RA | APPROVED | 2020-11-04 |
| CO | RA | APPROVED | 2020-10-15 |
Branch Locations
200 S Biscayne Blvd, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of The West | Lake Oswego | OR | 05/2017 | 08/2017 |
| University Of Colorado Boulder | Boulder | CO | 08/2015 | 05/2019 |
| Wag! | Denver | CO | 05/2019 | 08/2019 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 08/2019 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 03/2020 | Present |
I*1420280 For profit or not for profit: Entity For Profit Name of outside business organization: DenverCraftsCo Investment related: N Address of business: Denver, Colorado, 80218, United States Nature of business: ["Sole Proprietorship"] Position, title, association: ["Other"], Start date of relationship: 8/3/2023 Number of hours devoted: 10 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: Owner of business, Make and sell resin dog tags on Etsy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-08 |
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