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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
6465 Greenwood Plaza Blvd Suite 360 [Satellite], Greenwood Village, CO 80111 • United States
8501 North Scottsdale Rd Ste 150, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Denver | CO | 04/2016 | 04/2017 |
| Empower Retirement | Greenwood Village | CO | 08/2010 | 11/2017 |
| Edward Jones | St Louis | MO | 11/2017 | 01/2024 |
| Commonwealth Financial Network | San Diego | CA | 01/2024 | 08/2026 |
| Onward Wealth Management | Aurora | CO | 01/2024 | 08/2026 |
| Wells Fargo Advisors Financial Network, Llc | Greenwood Village | CO | 08/2026 | Present |
Owner, RRR First, LLC, an entity created for the purpose of buying and managing residential real estate at 4850 E Kentucky Ave, Unit E, Denver Colorado 80246, as of 03/21/2022; 1% of time spent during business hours; Not Conducted at branch; Investment related. GLENDALE CONDO - 4850; INV RELATED;DENVER,CO; RENTAL;100% OWNERSHIP; START DATE: 05/01/2024; 2 HRS PER MONTH; - HRS DURING TRADING; RRR FIRST LLC; INV RELATED;DENVER,CO; RENTAL;100% OWNERSHIP; START DATE: 05/01/2024; 2 HRS PER MONTH; - HRS DURING TRADING; ONWARD WEALTH MANAGEMENT ; INV RELATED;GREENWOOD VILLAGE,CO; FINANCIAL ADVISOR;100% OWNERSHIP; START DATE: 08/03/2026; 3 HRS PER MONTH; 3 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-15 |
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