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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-30 |
| CO | RA | APPROVED | 2026-06-29 |
Branch Locations
2696 S. Colorado Blvd., Denver, CO 80222 • United States
4190 Austin Bluffs Pkwy, Flr 01, Colorado Springs, CO 80918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Denver | CO | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Denver | CO | 06/2026 | Present |
| Byers School District | Byers | CO | 05/2019 | Present |
| Cetera Financial | Denver | CO | 04/2021 | 12/2025 |
| Tiaa/Teachers Ins Annuity Assoc | Denver | CO | 11/2010 | 11/2020 |
Entity Name: Byers School District Investment related: No Address: 444 E Front St., Byers, CO 80103 Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 05/01/2019 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a K-12 public High School. I am the Assistant Girl's Basketball Coach
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-06 |
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