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1610 Wynkoop Street, Suite 550, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-25 |
Branch Locations
1610 Wynkoop Street, Suite 550, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T.ROwe Price | Colorado Springs | CO | 01/2016 | 02/2017 |
| Usaa Financial Planning Services | Colorado Springs | CO | 02/2017 | 05/2019 |
| City Of Colorado Springs | Colorado Springs | CO | 03/2017 | 06/2018 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2019 | 03/2020 |
| Summit Wealth Group | Lakewood | CO | 04/2020 | 01/2024 |
| Commonwealth Financial Network | Waltham | MA | 06/2020 | 01/2024 |
| Triumph Capital Management | Denver | CO | 01/2024 | Present |
Triumph Capital, LLC. Since 01/2024. 1610 Wynkoop Street, Suite 550, Denver, CO 80202. Life insurance agent. Life insurance sales based on client goals, objectives, and insurance needs. Less than 5 hours per month spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-12 |
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