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1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
250 Fillmore Street Suite 425, Denver, CO 80206 • United States
250 Fillmore Street Suite 425, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-10 |
| CO | RA | APPROVED | 2020-03-20 |
Branch Locations
250 Fillmore Street Suite 425, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cobiz Wealth | Denver | CO | 05/2015 | 03/2018 |
| Cobiz Wealth | Denver | CO | 04/2018 | 06/2019 |
| Bok Financial Private Wealth | Denver | CO | 06/2019 | 03/2020 |
| Elk River Wealth Management Llc | Denver | CO | 03/2020 | Present |
| Alphacore Capital Llc | La Jolla | CA | 07/2026 | Present |
1.) CHALLENGE FOUNDATION; NON-INVESTMENT RELATED; 4545 S UNIVERSITY BLVD, ENGLEWOOD, CO 80113; CHARITABLE ORGANIZATION; BOARD MEMBER; SINCE 3/31/2022; APPROXIMATELY 1 HOUR PER MONTH; PARTICIPATES IN QUARTERLY MEETINGS AND HELPS WITH THE PROGRAM AS NEEDED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-24 |
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