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Boulder, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-10 |
| CO | RA | APPROVED | 2025-02-03 |
Branch Locations
Boulder, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Downshift Financial | Boulder | CO | 01/2025 | Present |
| Downshift Financial | Boulder | CO | 01/2024 | 12/2024 |
| Apple Inc. | Dubois | WY | 07/2013 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-30 |
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