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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Capital Management | Denver | CO | 08/2015 | 03/2020 |
| Corex Portfolios, Llc | Lone Tree | CO | 07/2020 | 10/2023 |
| Unemployed | Parker | CO | 03/2020 | 07/2020 |
| Cherry Hills Investment Advisors, Inc. | Greenwood Village | CO | 01/2017 | 04/2017 |
| Jhp Wealth Management, Llc | Lone Tree | CO | 05/2021 | 12/2023 |
| Unemployed | Parker | CO | 12/2023 | 04/2024 |
| Lincoln Financial Advisors | Denver | CO | 04/2024 | 01/2025 |
| Osaic Wealth, Inc. | Denver | CO | 01/2025 | 08/2025 |
| Osaic Wealth, Inc. | Denver | CO | 08/2025 | Present |
1. TOMORROW'S TYCOONS, LLC; NON-INVESTMENT RELATED; PARKER, COLORADO; PERSONAL INVESTMENTS; OWNER/MANAGING MEMBER; APRIL 2017; 0.5 HOURS/MONTH. 2. TOMORROW'S TYCOONS, LLC POSITION: Owner/Managing Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2017 ADDRESS: 11101 Sweet Cicely Dr, Parker CO 80134, United States DESCRIPTION: Owner/Managing Member - Personal Investments
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 2014-12-29 |
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