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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-14 |
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 |
|---|---|---|---|---|
| Evergreen High School | Evergreen | CO | 05/2015 | 08/2018 |
| Cbm Equipment Services | Evergreen | CO | 01/2018 | 12/2022 |
| University Of Wyoming | Laramie | WY | 08/2018 | 05/2020 |
| The Home Depot | Evergreen | CO | 08/2020 | 03/2023 |
| Colorado Mesa University | Grand Junction | CO | 08/2022 | Present |
| Student Investment Advisory Committee - Colorado Mesa University | Grand Junction | CO | 01/2023 | 05/2025 |
| Equitable Advisors, Llc. | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-01 |
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