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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-21 |
Branch Locations
5550 Heritage Oaks Drive, Pensacola, FL 32526 • 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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2024 | 02/2025 |
| United States Army Reserve | Denver | CO | 06/2023 | Present |
| Jbs Usa | Greeley | CO | 05/2022 | 09/2023 |
| Associated Students Of Colorado State University | Fort Collins | CO | 08/2021 | 05/2022 |
| Costco Wholesale | Thornton | CO | 10/2019 | 01/2020 |
| Colorado State University | Fort Collins | CO | 08/2019 | 01/2022 |
| Whole Foods | Centennial | CO | 05/2018 | 10/2018 |
| University Of Colorado Colorado Springs | Colorado Springs | CO | 05/2016 | 05/2018 |
| Colorado State University | Fort Collins | CO | 10/2018 | 10/2019 |
| Summit Fund | Fort Collins | CO | 01/2022 | 05/2022 |
| Navy Federal Financial Group, Llc | Pensacola | FL | 04/2025 | Present |
| Navy Federal Investment Services, Llc | Pensacola | FL | 04/2025 | Present |
| Unemployed | Denver | CO | 02/2025 | 04/2025 |
1. US ARMY RESERVES; 244TH ENGINEERING BATTALION; 12211 E 56TH AVE, DENVER, CO 80239; 2ND LIEUTENANT - QUARTERMASTER; START 06/13/2023; APPROX 22 HOURS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-05 |
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