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12724 Elm Street, Thornton, CO 80241 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonebrook Manor Event Center & Gardens | Thornton | CO | 12/2015 | 07/2017 |
| Discount Tire | Thornton | CO | 08/2017 | 12/2017 |
| Ups | Commerce City | CO | 12/2017 | 01/2022 |
| Mcgehee Davis & Associates | Wheat Ridge | CO | 01/2022 | 05/2022 |
| Zions Bancorporation | Denver | CO | 05/2022 | 08/2022 |
| Charles Schwab | Lone Tree | CO | 09/2022 | 02/2023 |
| Alliant Insurance Services | Greenwood Village | CO | 03/2023 | 01/2024 |
| Conexus Insurance Partners | Westminster | CO | 02/2024 | 06/2024 |
| Icat | Broomfield | CO | 06/2024 | 01/2025 |
| Friend Financial Group Inc | Wheat Ridge | CO | 10/2024 | Present |
| Friend Financial Group Inc | Wheat Ridge | CO | 02/2025 | Present |
| Mcgehee Davis & Associates | Wheat Ridge | CO | 01/2025 | Present |
1. McGehee Davis & Associates; Not investment related; Wheat Ridge, CO; Tax/Accounting; Accountant; 01/2025; 120 hrs./month all during trading; Tax Prep, Bookkeeping, Payroll.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
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