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7001 East Belleview Ave Suite 800, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-08 |
Branch Locations
7001 East Belleview Ave Suite 800, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Lone Tree | CO | 04/2014 | 11/2019 |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 04/2014 | 11/2019 |
| Robinhood Financial, Llc | Denver | CO | 05/2020 | 03/2022 |
| Facet Wealth | Baltimore | MD | 11/2019 | 03/2020 |
| Gwfs Equities, Inc. | Greenwood Village | CO | 03/2022 | 05/2022 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 09/2023 | 03/2025 |
| Northstar Investment Advisory Llc | Littleton | CO | 05/2022 | 07/2023 |
| Unemployed | Littleton | CO | 08/2023 | 08/2023 |
| Unemployed | Littleton | CO | 04/2020 | 04/2020 |
| Edgerock Wealth Management | Denver | CO | 03/2025 | Present |
Insurance Agent; Investment Related; Insurance Sales; Insurance Agent; 03/2025; Approx. 60 hours/month; Approx. 40 hours/month during trading hours; Insurance sales and service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-10 |
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