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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-02-24 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Denver, CO • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 04/2009 | 02/2020 |
| Bank Of America, N.A. | Denver | CO | 06/2011 | 02/2020 |
| Integrated Advisors Network Llc | Denver | CO | 02/2020 | Present |
Trinlogix/Vi4, Investment Banking Consultant/Head of Investment Banking. 67 S Garfield St, CO 80209, Consult on strategy to bring Trinlogix fintech to market. Advise on potential exit strategies, marketing materials, structure and scalability. 6/2025, 8 hours per month during trading hours. Humane Colorado, 67 S Garfield St, CO 80209, not investment related, board member, oversee and advise on the long-term viability of Humane Colorado, 9/2025, 2 hours per month Nspire Wealth, investment-related, 67 South Garfield St., Denver, CO 80209, DBA, founder, duties and hours in line with advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-09 |
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