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Lakewood, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co | Lone Tree | CO | 06/2005 | 01/2020 |
| Sentry Capital Management, Llc | Lakewood | CO | 02/2020 | Present |
| Chelsea Financial Services | Staten Island | NY | 01/2022 | Present |
| Exceed Advisory Llc | New York | NY | 01/2022 | 08/2022 |
Chelsea Financial - Investment Related-Broker Dealer 242 Main St. Staten Island, NY 10307 718.967.8400 www.chfs.com Registered Representative Start Date: Jan-2022 About 5 hrs. per week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-29 |
| S66 | Uniform Combined State Law Examination | 2004-09-01 |
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