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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-09 |
| CO | RA | APPROVED | 2025-08-29 |
Branch Locations
2950 E Harmony Rd, Fort Collins, CO 80528 • United States
921 Walnut St, Boulder, CO 80302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Collins | CO | 06/2025 | Present |
| Unemployed | Fort Collins | CO | 05/2025 | 06/2025 |
| City Of Fort Collins | Fort Collins | CO | 11/2017 | 05/2025 |
| Yelp, Inc. | Fort Collins | CO | 03/2021 | 08/2022 |
| Breakthru Beverage Group | Fort Collins | CO | 09/2017 | 01/2019 |
| Tommyrotter Distillery | Buffalo | NY | 06/2017 | 09/2017 |
| Pittsburgh Distilling Company | Pittsburgh | PA | 06/2016 | 06/2018 |
| Pittsburgh Downtown Community Development Corporation | Pittsburgh | PA | 09/2016 | 05/2017 |
| The Ski Company | Buffalo | NY | 09/2012 | 12/2016 |
| Haiston Oil Company | Fort Collins | CO | 10/2017 | 04/2018 |
| Holiday Retirement/Parkwood Estates | Fort Collins | CO | 10/2017 | 11/2017 |
| Bank Of America, N.A. | Fort Collins | CO | 09/2025 | Present |
I*2832269 Entity Type: Charitable Name of OBA: Museum of Art Fort Collins Address:Fort Collins Colorado Investment Related:No Position, Title, Association:Board Member Start Date:09/25/2025 No Hours: 5 Monthly No Hours during trading:1.5 Monthly Duties:Attend monthly meetings, make a personal $100 donation annually, attend a board retreat once a year, attend 2 events per year, sell or purchase tickets to fundraising events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
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