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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| CO | RA | APPROVED | 2025-02-19 |
Branch Locations
370-17Th Street, Denver, CO 80202 • United States
4600 S. Ulster Street 7Th Floor, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase & Co. | Denver | CO | 06/2013 | 02/2018 |
| Custos Family Office Llc | Greenwood Village | CO | 02/2018 | 08/2022 |
| Cresset Asset Management, Llc | Denver | CO | 08/2022 | 02/2025 |
| Ubs Financial Services, Inc. | Denver | CO | 02/2025 | Present |
1. Mow Time Partners, LLC ; Non Investment-Related; 5503 S. University Blvd., , Greenwood Village, CO. 80121; Residential lawn mowing company; Co-Owner; 05/2019; Approximately 1-5 hours per month; High level strategic planning, monitoring of advertising campaigns, management meetings.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-11 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-30 |
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