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1040 South Gaylord Street Suite 12, Denver, CO 80209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-06-10 |
Branch Locations
1040 South Gaylord Street Suite 12, Denver, CO 80209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larimer Capital Corporation | Denver | CO | 01/2016 | 03/2019 |
| Alpha Cubed Investments | Irvine | CA | 03/2019 | 06/2021 |
| Private Client Wealth Advisors Llc | Denver | CO | 06/2021 | Present |
Insurance Agent; investment related; insurance sales; started 05/2003; approx. 5 hours per month or less; 0 hours during trading hours; Duties are to provide insurance products for clients as suitable.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-31 |
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