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5680 Greenwood Plaza Blvd Suite 120, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| CO | RA | APPROVED | 2021-03-22 |
Branch Locations
5680 Greenwood Plaza Blvd Suite 120, Greenwood Village, CO 80111 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Greenwood Village | CO | 04/2009 | 03/2021 |
| Focused Alpha, Llc | Denver | CO | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
GOLDIN WEALTH MANAGEMENT 1401 LAWRENCE ST. DENVER CO 80202 SINCE 03/2021 CEO DBA FOR ADVISORY BUSINESS INSURANCE LICENSED FOR LIFE AND VARIBALE LIFE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-28 |
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