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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-25 |
Branch Locations
5613 Dtc Parkway Suite 600, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Panera | Fort Collins | CO | 08/2021 | 07/2024 |
| Columbine Country Club | Littleton | CO | 05/2021 | 07/2021 |
| Urban Air | Columbine Valley | CO | 05/2018 | 05/2020 |
| Mcdonalds | Littleton | CO | 09/2016 | 08/2017 |
| Unemployed | Littleton | CO | 08/2024 | 02/2026 |
| Colorado State University | Fort Collins | CO | 08/2020 | 05/2024 |
| Ctm | Stapelton | CO | 05/2020 | 08/2020 |
| Columbine Highschool | Littleton | CO | 08/2016 | 05/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-17 |
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