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250 Fillmore Street Suite 425, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-04 |
Branch Locations
250 Fillmore Street Suite 425, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Holdings | Denver | CO | 12/2015 | 11/2017 |
| Global Financial Private Capital, Llc | Sarasota | FL | 02/2018 | 04/2019 |
| Unemployed | Highlands Ranch | CO | 11/2017 | 02/2018 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 05/2019 | 10/2022 |
| Charles Schwab Bank Ssb | Lone Tree | CO | 05/2019 | 10/2022 |
| Forum Capital Advisors, Llc | Denver | CO | 11/2022 | 09/2023 |
| Foreside Fund Services, Llc | Denver | CO | 11/2022 | 10/2023 |
| Primark Capital | Denver | CO | 10/2023 | Present |
| Foreside Financial Services, Llc | Denver | CO | 10/2023 | Present |
| Meketa Capital Llc | Denver | CO | 11/2023 | Present |
1) Meketa Capital; Started 11/2023; Investment Related; Business Development; Raising assets to invest in Meketa/Primark Interval funds; 160 hour per month. 2) Primark Capital; Denver CO; Started 11/2022; Investment Related; Business Development; Business Development; Business Development; 160 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-23 |
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