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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-09-20 |
| TX | RA | APPROVED | 2018-09-20 |
Branch Locations
5251 Dtc Parkway Suite 1200, Greenwood Village, CO 80111-2737 • United States
Lone Tree, CO • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird | Denver | CO | 08/2014 | 09/2018 |
| Rbc Capital Markets Llc | Denver Tech | CO | 09/2018 | Present |
| City National Bank | Greenwood Village | CO | 06/2021 | Present |
FELLOWSHIP OF CHRISTIAN ATHLETES; ADDRESS: 2401 WEST 5TH AVENUE, DENVER, CO 80204; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: NON-PROFIT; CAPACITY: BOARD MEMBER; START DATE: 8/1/2014; DUTIES: TYPICALLY ONCE PER MONTH MEETING FOCUSING ON VISION AND EXPLORING FUND RAISING IDEAS; HOURS DEVOTED PER MONTH: 2; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-08 |
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