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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-03 |
| CO | RA | APPROVED | 2022-05-09 |
Branch Locations
250 Fillmore Street Suite 104, Denver, CO 80206 • 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 |
|---|---|---|---|---|
| Ep Wealth Advisors | Littleton | CO | 09/2016 | 10/2016 |
| Jp Morgan Chase Bank | Englewood | CO | 01/2017 | 08/2017 |
| Jp Morgan Securities, Llc | Englewood | CO | 01/2017 | 08/2017 |
| Unemployed | Denver | CO | 11/2016 | 01/2017 |
| Tiaa | Denver | CO | 01/2016 | 09/2016 |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 01/2016 | 09/2016 |
| Ccig | Greenwood Village | CO | 08/2017 | 11/2018 |
| Unemployed | Denver | CO | 11/2018 | 03/2019 |
| Transamerica Capital Inc | Denver | CO | 03/2019 | 07/2019 |
| Transamerica Investors Securities Corporation | Denver | CO | 07/2019 | 02/2022 |
| Transamerica Life Insurance Company | Denver | CO | 03/2019 | 02/2022 |
| Morgan Stanley Smith Barney Llc | Denver | CO | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-05 |
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