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Boulder, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | San Francisco | CA | 10/2015 | 01/2021 |
| Holos Consulting Group | Boulder | CO | 07/2023 | Present |
| Ares Management | Boulder | CO | 02/2021 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-24 |
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