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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-30 |
Branch Locations
1700 Lincoln St 10Th & 11Th Fls [Ma/Md-Rbo], Denver, CO 80203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | El Paseo | CA | 06/2016 | 07/2023 |
| Jpmorgan Chase Bank Na | El Paseo | CA | 07/2023 | 07/2024 |
| Unemployed | Indio | CA | 07/2024 | 11/2024 |
| Keystone Private Wealth, Llc | El Paseo | CA | 11/2024 | 02/2025 |
| Wells Fargo Clearing Services, Llc | Boulder | CO | 06/2026 | Present |
| Wells Fargo Bank, Na | Boulder | CO | 06/2026 | Present |
| State Farm | Rancho Mirage | CA | 08/2025 | 12/2025 |
| Us Bank | Palm Desert | CA | 12/2025 | 06/2026 |
| Unemployed | Indio | CA | 02/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-16 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-01 |
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