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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-23 |
Branch Locations
3610-A River Point Parkway, Sheridan, CO 80110 • United States
24350 E Smokey Hill Road, Aurora, CO 80016 • United States
6715 S. Cornerstar Way, Aurora, CO 80016 • 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 |
|---|---|---|---|---|
| Osaic Institutions | Aurora | CO | 04/2025 | Present |
| Schomp Automotive | Highlands Ranch | CO | 06/2022 | 04/2025 |
| Valley Perforating | Bakersfield | CA | 12/2018 | 06/2022 |
| University Of Denver Coding Boot Camp | Denver | CO | 06/2018 | 12/2018 |
| Amazon | Denver | CO | 05/2016 | 03/2017 |
| Amazon | Denver | CO | 03/2020 | 06/2022 |
| Unemployed | Littleton | CO | 03/2017 | 06/2018 |
| Jackson Hewitt | Denver | CO | 01/2019 | 04/2019 |
1.) Valley Perforating Co. LLC Non-Investment 3201 Gulf St, Bakersfield, CA 93308 Metal Fabrication for oil and water wells Co-Trustee of Deceased Father's Trust that owns portion of business Became Trustee upon Fathers Passing 05/30/2022 0 hours 0 hours I gave my sister the authority to act on behalf of the trust, my involvement is 0 with me only receiving updates about the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-15 |
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