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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-13 |
Branch Locations
2595 Canyon Boulevard Suite 320, Boulder, CO 80302 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Middleton | WI | 12/2013 | 11/2020 |
| Tiaa | Middleton | WI | 12/2013 | 11/2020 |
| Schwab Private Client Investment Advisers | Lone Tree | CO | 12/2020 | 11/2022 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 12/2020 | 11/2022 |
| U.S. Bank | Denver | CO | 11/2022 | 08/2023 |
| U.S. Bancorp Investments, Inc. | Denver | CO | 01/2023 | 08/2023 |
| Lido Advisors, Llc | Boulder | CO | 02/2024 | 06/2025 |
| Unemployed | Erie | CO | 08/2023 | 02/2024 |
| Mercer Global Advisors Inc. | Boulder | CO | 08/2025 | Present |
1. Notary Public; Non-investment related; Erie, CO; Licensed Notary; 09/2023; 2 hours per month; Less than 1 hour per month during securities trading hours; Provides notarial services. 2.Book Re-Seller; Non-investment related; Erie, CO; Book re-selling; 07/2025; 8 hours per month; Less than 1 hour per month during securities trading hours; Buy/sell rare and collector books online. 3.Hygge Solutions, LLC; Non-investment related; Erie, CO; Inactive LLC; Owner; 10/2023; Less than 1 hour per month; Less than 1 hour per month during securities trading hours; LLC not currently being used.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-15 |
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