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38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
10375 Park Meadows Drive, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osterweis Capital Management | San Francisco | CA | 06/2015 | 12/2017 |
| Bank Of The West | Denver | CO | 01/2018 | 12/2021 |
| Bank Of New York | Denver | CO | 01/2022 | 06/2025 |
| Fifth Third Wealth Advisors | Denver | CO | 08/2025 | Present |
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