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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-06 |
Branch Locations
6900 E Layton Avenue Suite 1150, Denver, CO 80237 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Oklahoma City | OK | 08/2014 | 05/2018 |
| Extended Travel | Denver | CO | 05/2018 | 10/2018 |
| 24 Hour Fitness | Denver | CO | 10/2018 | 07/2019 |
| Full-Time Education | Boulder | CO | 08/2019 | 05/2023 |
| Lockheed Martin | Boulder | CO | 06/2023 | 01/2026 |
| Cerity Partners Llc | New York | NY | 02/2026 | Present |
| Whole Foods Market | Boulder | CO | 05/2020 | 09/2022 |
| Ring Central | Boulder | CO | 09/2022 | 12/2022 |
| Cu Boulder Student Government | Boulder | CO | 07/2019 | 12/2019 |
| Braum'S | Boulder | CO | 06/2017 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-01 |
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