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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-06-01 |
Branch Locations
720 South Colorado Boulevard Suite 1100, Glendale, CO 80246 • United States
Englewood, CO • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Denver | CO | 09/2019 | Present |
| Tiaa-Cref Individual And Institutional Services, Llc | Denver | CO | 09/2019 | Present |
| Dr. Sarira Martin Dds | Highlands Ranch | CO | 09/2018 | 08/2019 |
| Peak Dental Group | Denver | CO | 06/2017 | 07/2018 |
| Slattery's Irish Pub | Greenwood Village | CO | 08/2016 | 09/2017 |
USER TESTING POSITION: Tester NATURE: Third party platform to provide feedback to companies by real users so that companies can remove issues from products before the final launch. Companies vary - can be used by marketers, product managers, entrepreneurs, game developers, search engine experts, mobile app developers, designers, and e commerce. Examples include Walmart, Domino's Pizza, AllTrails, Capital One, Microsoft and lululemon. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2023 ADDRESS: 660 4th St 246, San Francisco CA 94107, United States DESCRIPTION: Online product and service testing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-01 |
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