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201 Milwaukee Street, Suite 200, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-12 |
Branch Locations
201 Milwaukee Street, Suite 200, Denver, CO 80206 • United States
201 Milwaukee Street Suite 200, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2015 | 09/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2015 | 09/2017 |
| Chart Wealth Management, Llc | Houston | TX | 09/2017 | 04/2020 |
| Sole Proprietor | Houston | TX | 11/2015 | Present |
| Interaxis, Llc | Houston | TX | 02/2020 | Present |
I'm the co-founder and CEO of Interaxis. This is a business that teaches digital assets information to financial professionals. I'm also a VP with Private Circle, LLC. Private Circle offer family-office services to HNW individuals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-24 |
| S66 | Uniform Combined State Law Examination | 2009-05-19 |
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