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9137 East Mineral Circle Suite 210, Centennial, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-05 |
Branch Locations
9137 East Mineral Circle Suite 210, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinehurst County Club | Denver | CO | 05/2016 | 07/2018 |
| Pacific Lutheren University | Tacoma | WA | 10/2016 | 10/2018 |
| Beverly Grant Law Firm | Tacoma | WA | 10/2018 | 01/2019 |
| Maggiano's Little Italy | Lone Tree | CO | 06/2019 | 01/2020 |
| Colorado State House Of Representatives | Denver | CO | 11/2019 | 02/2020 |
| Baceline Investments | Denver | CO | 02/2020 | 03/2021 |
| Fiduciay Holdings Limited | Greenwood Village | CO | 05/2021 | Present |
| Pacific Luthern University | Tacoma | WA | 08/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-25 |
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