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240 Saint Paul Street Suite 400, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-15 |
Branch Locations
240 Saint Paul Street Suite 400, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2019 | 03/2025 |
| Sparqu | Denver | CO | 08/2017 | 12/2017 |
| Zakhem Real Estate | Denver | CO | 05/2018 | 12/2018 |
| Ips Strategic Capital | Denver | CO | 01/2019 | 05/2019 |
| School | Denver | CO | 05/2014 | 07/2017 |
| Cu Denver | Denver | CO | 01/2018 | 04/2018 |
| Cu Denver | Denver | CO | 05/2019 | 08/2019 |
| Foreside Fund Services, Llc | Denver | CO | 04/2025 | Present |
| Forum Investment Group | Denver | CO | 03/2025 | Present |
| Forum Capital Advisors Llc | Denver | CO | 03/2025 | Present |
1). Forum Investment Group; Investment Related; Denver, CO; Investor Facing; Associate Director - Investor Relations; Cultivating client relationships and educating clients on Forum products and services; Start: 3/10/2025; 160 Hours Per Month and 0 During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-21 |
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