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Erie, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-14 |
| TX | RA | APPROVED | 2025-05-06 |
| FL | RA | APPROVED | 2025-04-08 |
| GA | RA | APPROVED | 2025-04-03 |
| NC | RA | APPROVED | 2025-03-27 |
| CO | RA | APPROVED | 2024-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Entertainment Partners | Burbank | CA | 06/2018 | 08/2018 |
| Brookfield Residential | Greenwood Village | CO | 05/2019 | 08/2019 |
| The Millstone Evans Group Of Raymond James | Boulder | CO | 10/2019 | 12/2020 |
| The Milstone Evans Group | Boulder | CO | 01/2021 | 07/2023 |
| Sharper Image Financial Services, Llc | Sharper Image Financial Services, Llc | CO | 02/2024 | Present |
| University Of Southern California | Los Angeles | CA | 08/2023 | 05/2025 |
| The Milstone Evans Group, Llc | Boulder | CO | 01/2022 | 07/2023 |
| Full Time Student | Boulder | CO | 02/2015 | 12/2020 |
| The Millstone Evans Group, Llc | Boulder | CO | 03/2021 | 07/2023 |
| Trueinsights Cfo, Llc | Erie | CO | 01/2026 | Present |
| Sharper Image Tax Service, Llc | Erie | CO | 01/2026 | Present |
| Sharper Image Holdings, Inc. | Erie | CO | 01/2026 | Present |
1) TrueInsights CFO, LLC; not investment related; Erie, CO; Business Management/Consulting; Lead Fractional CFO; started 01/2026; 14/mo; 14/mo during trading; outsourced CFO services. 2)Sharper Image Tax Services, LLC; not investment related; Erie, CO; Tax preparation services; Lead Tax Preparer; started 01/2026; 2/mo; 2/mo during trading; 3) Sharper Image Holdings, Inc.; not investment related; Erie, CO; Holding company; Founder/CEO; started 01/2026; 2/mo; 2/mo during trading;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-23 |
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