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Washington, DC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geometric Wealth Advisors | Washington, D.C. | DC | 08/2024 | Present |
| Agility Outsourced Chief Investment Officer | Denver | CO | 01/2023 | 12/2023 |
| Securities Exchange Commission | Washington, D.C. | DC | 09/2022 | 11/2022 |
| Cinemark Theaters | Redwood City | CA | 03/2021 | 08/2021 |
| University Of Denver | Denver | CO | 08/2021 | 06/2024 |
| Self | Denver | CO | 07/2024 | 07/2024 |
| Bellarmine College Preparatory | San Jose | CA | 09/2016 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-02 |
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