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501 Rio Grande Place Suite 107, Aspen, CO 81611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-08 |
Branch Locations
501 Rio Grande Place Suite 107, Aspen, CO 81611 • United States
200 Columbine Street, Ste. 600, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brunswick School | Greenwich | CT | 02/2016 | 05/2017 |
| Cold Play Cryotherapy | Greenwich | CT | 05/2017 | 08/2017 |
| Wake Forest University | Winston Salem | NC | 08/2017 | 05/2021 |
| Revel With Dinnerthyme | Stamford | CT | 06/2021 | 11/2021 |
| Delinea | Washington | DC | 12/2021 | 05/2022 |
| Bar Chinois | Washington | DC | 05/2022 | 06/2022 |
| Revel With Dinnerthyme | Stamford | CT | 06/2022 | 08/2022 |
| Dss+ | Houston | TX | 08/2022 | 06/2025 |
| Obermeyer Wealth Partners | Denver | CO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-08 |
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