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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-11 |
Branch Locations
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
8241 S. Continental Divide Rd, Littleton, CO 80127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedrus Financial | Littleton | CO | 07/2024 | Present |
| Gracepoint Church | Asheville | NC | 06/2018 | 05/2024 |
| Mountain Heritage High School | Burnsville | NC | 12/2009 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
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