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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
Branch Locations
2000 S Colorado Boulevard Tower Two, Suite 1150, Denver, CO 80222 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Curry N Kebob | Boulder | CO | 09/2015 | 11/2019 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 11/2019 | 07/2021 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2021 | 09/2023 |
| Charles Schwab | Lone Tree | CO | 07/2021 | 10/2023 |
| J.P. Morgan Securities Llc | Denver | CO | 10/2023 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | Denver | CO | 10/2023 | 03/2025 |
| Fidelity Personal And Workplace Advisors | Greenwood Village | CO | 03/2020 | 07/2021 |
| Beacon Pointe Advisors Llc | Denver | CO | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-06 |
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