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6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED_RES | 2021-06-21 |
Branch Locations
6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO 80111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 08/2015 | 05/2019 |
| Schwab Private Client Investment Advisors | Lone Tree | CO | 08/2015 | 05/2019 |
| College For Financial Planning | Centennial | CO | 03/2014 | Present |
| Destiny Capital Securities Corp | Lakewood | CO | 05/2019 | 01/2021 |
| Destiny Capital Corporation | Lakewood | CO | 05/2019 | 02/2021 |
1. Adjunct Professor at College for Financial Planning, deliver online lectures, start date 2/24/2014, 9000 E Nichols Ave, Suite 200, Centennial, CO 80112, not investment related, less than 20 hours/month, non during securities trading hours. 2. Serving on the board of Spark the Change Colorado, a non-profit that serves elderly community members, those with mental illness, and other non-profits. Volunteer position. Not investment related. 1-2 hours per week spent on this activity during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-19 |
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