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4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-15 |
Branch Locations
2220 Briargate Parkway, Colorado Springs, CO 80920 • 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 |
|---|---|---|---|---|
| Quality Construction Llc | Colorado Springs | CO | 04/2016 | 02/2017 |
| Progressive Insurance | Colorado Springs | CO | 02/2017 | 05/2019 |
| Pikes Peak Community College | Colorado Springs | CO | 08/2017 | 01/2018 |
| Unemployed | Colorado Springs | CO | 05/2019 | 12/2019 |
| Delta Restoration Services | Colorado Springs | CO | 12/2019 | 02/2020 |
| Unemployed | Colorado Springs | CO | 02/2020 | 09/2021 |
| Fidelity Investments | Greenwood Village | CO | 09/2021 | 05/2024 |
| T. Rowe Price | Colorado Springs | CO | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-28 |
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