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7001 East Belleview Ave Suite 800, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
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 & Co., Inc. | Lone Tree | CO | 12/2013 | 04/2021 |
| Edgerock Wealth Management | Denver | CO | 01/2023 | Present |
| Morgan Stanley | Denver | CO | 05/2021 | 01/2023 |
1) Guidepoint/Alphasights; not investment related, 675 Avenue of the Americas 2nd Floor New York, NY 10010; Consulting; Consultant; Industry Expert; 10/28/24; 4 hours; 0 hours during securities trading hours; Prosects use Guidepoint may choose to use my services as a consultant on business topics.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-16 |
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