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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-04 |
Branch Locations
124 North 6Th Street, Grand Junction, CO 81501 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Denver | CO | 11/2019 | 02/2021 |
| J.P. Morgan Securities Llc | Denver | CO | 11/2019 | 01/2022 |
| Lyncean Realty | San Diego | CA | 07/2019 | 10/2019 |
| Paula Jean's Coffee Bean | San Diego | CA | 01/2012 | 07/2019 |
| Fidelity Investments | Greenwood Village | CO | 08/2022 | 11/2025 |
| Unemployed | Denver | CO | 01/2022 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | 11/2025 |
| Osaic Wealth, Inc. | Grand Junction | CO | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-21 |
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