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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-01 |
| UT | RA | APPROVED | 2026-02-10 |
| MI | RA | APPROVED | 2026-02-06 |
| PA | RA | APPROVED | 2026-02-04 |
| DC | RA | APPROVED | 2026-01-27 |
| CA | RA | APPROVED | 2026-01-22 |
| CO | RA | APPROVED | 2025-11-24 |
| OR | RA | APPROVED | 2025-11-24 |
| WA | RA | APPROVED | 2025-11-24 |
Branch Locations
6455 South Yosemite Street Suite 425, Greenwood Village, CO 80111 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Greenwood Village | CO | 04/2025 | Present |
| Colorado Department Of Education | Denver | CO | 12/2022 | 06/2025 |
| Savvas Learning Company | Remote/Nationwide | CO | 09/2022 | Present |
| Denver Public Schools | Denver | CO | 08/2013 | 08/2022 |
| Park Avenue Securities | Greenwood Village | CO | 08/2025 | Present |
| Guardian Life Insurance Company | Denver | CO | 04/2025 | Present |
| Park Avenue Securities | Denver | CO | 08/2025 | Present |
1. Savvas Learning Company, Start Date: 09/05/2022, Address: 15 E Midland Ave #502 Paramus, NJ 07652, 16 total hours per month; 8 during securities trading hours, Not Investment related, >10% annual compensation, 2. Insurance Products other than Guardian, Start date: 10/09/2025, Address: 6455 S. Yosemite St. Suite 425 Greenwood Village, CO 80111, 3 total hours per month; 3 during securities trading hours, Investment related, <10% annual compensation, 3. FemGen Wealth, LLC, Start: 11/1/2025, Nature: LLC set up to receive speaking fees for seminars related to financial literacy, Address: 2255 South Zuni Street Denver, CO 80219, Duties: Owner/Teaching general financial literacy content, 8 total hours per month; 8 during securities trading hours, Not Investment Related, 4. Fora Travel Advisor, Start: 5/1/2026, Nature: Travel, Address: 2255 South Zuni Street Denver, CO 80219, Duties: Independent Contractor/Book travel arrangements for individuals & provide travel consultation, 5 total hours per month; 0 during securities trading hours, Not Investment Related, 5. FemGen Foundations, LLC, Start: 5/1/2026, Nature: Financial Coach, Address: 6635 South Dayton Street Suite 310 #330 Greenwood Village, CO 80111, Duties: Owner/work with clients primarily around budgeting support & debt management, 10 total hours per month; 2 during securities trading hours, Not Investment Related, 6. Lifetime Navigators, Start: 6/5/2026, Nature: Consulting firm that connects independent Field Consultants with a curated portfolio of third-party service providers such as R&D tax credits, payroll services, Address: 2255 South Zuni Street Denver, CO 80219, Duties: Independent Contractor that introduce business owner clients & prospects to vendors, 10 total hours per month; 6 during securities trading hours, Not Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-29 |
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