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255 Fillmore Street Suite 500, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-01-11 |
Branch Locations
255 Fillmore Street Suite 500, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Arvada | CO | 03/2011 | 07/2018 |
| Wells Fargo Advisors Llc | Arvada | CO | 03/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Arvada | CO | 11/2016 | 07/2018 |
| Bancwest Investment Services | Thornton | CO | 07/2018 | 12/2018 |
| Bank Of The West | Thornton | CO | 07/2018 | 12/2018 |
| Cva Family Office, Llc | Denver | CO | 01/2019 | Present |
1. January 2019- Member of Entrepreneur Private Investment Club (EPIC)- Offers network of business owners and entrepreneurs forum to review/share private investment opportunities. It is investment related but offers no compensation to members. Time spent- approximately 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-05 |
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