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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-10 |
Branch Locations
Jacksonville, FL • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2013 | 04/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 11/2019 | 04/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 04/2022 | Present |
| Advised Assets Group, Llc | Greenwood Village | CO | 04/2022 | Present |
Online Seller. Investment Related: No. Selling Disney Collectible Pins via Ebay or Whatnot. hours/month: 4. during work hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-07 |
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