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1200 17Th Street Suite 1700, Denver, CO 80202-5824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2022-10-14 |
| MA | RA | APPROVED | 2022-10-12 |
| MO | RA | APPROVED | 2022-09-26 |
| SD | RA | APPROVED | 2022-09-20 |
| OR | RA | APPROVED | 2022-09-14 |
| RI | RA | APPROVED | 2022-08-23 |
| DC | RA | APPROVED | 2022-07-27 |
| FL | RA | APPROVED | 2022-07-25 |
| NV | RA | APPROVED | 2022-07-12 |
| AZ | RA | APPROVED | 2022-07-08 |
| AR | RA | APPROVED | 2022-07-06 |
| GA | RA | APPROVED | 2022-07-06 |
| WV | RA | APPROVED | 2022-07-06 |
| ND | RA | APPROVED | 2022-07-05 |
| NE | RA | APPROVED | 2022-07-01 |
| AL | RA | APPROVED | 2022-06-29 |
| CA | RA | APPROVED | 2022-06-29 |
| CO | RA | APPROVED | 2022-06-29 |
| CT | RA | APPROVED | 2022-06-29 |
| DE | RA | APPROVED | 2022-06-29 |
| HI | RA | APPROVED | 2022-06-29 |
| ID | RA | APPROVED | 2022-06-29 |
| IL | RA | APPROVED | 2022-06-29 |
| IN | RA | APPROVED | 2022-06-29 |
| IA | RA | APPROVED | 2022-06-29 |
| KS | RA | APPROVED | 2022-06-29 |
| KY | RA | APPROVED | 2022-06-29 |
| LA | RA | APPROVED | 2022-06-29 |
| ME | RA | APPROVED | 2022-06-29 |
| MD | RA | APPROVED | 2022-06-29 |
| MI | RA | APPROVED | 2022-06-29 |
| MS | RA | APPROVED | 2022-06-29 |
| MT | RA | APPROVED | 2022-06-29 |
| NH | RA | APPROVED | 2022-06-29 |
| NJ | RA | APPROVED | 2022-06-29 |
| NM | RA | APPROVED | 2022-06-29 |
| NC | RA | APPROVED | 2022-06-29 |
| OH | RA | APPROVED | 2022-06-29 |
| OK | RA | APPROVED | 2022-06-29 |
| PA | RA | APPROVED | 2022-06-29 |
| SC | RA | APPROVED | 2022-06-29 |
| TX | RA | APPROVED | 2022-06-29 |
| UT | RA | APPROVED | 2022-06-29 |
| VT | RA | APPROVED | 2022-06-29 |
| VA | RA | APPROVED | 2022-06-29 |
| WA | RA | APPROVED | 2022-06-29 |
| WI | RA | APPROVED | 2022-06-29 |
Branch Locations
1200 17Th Street Suite 1700, Denver, CO 80202-5824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focuspoint Private Capital Group | New York | NY | 02/2016 | 02/2018 |
| Cydney Ruth Marsico Household | Denver | CO | 04/2018 | 01/2019 |
| Marsico Capital Management | Denver | CO | 09/2020 | Present |
| Unemployed | Denver | CO | 03/2018 | 03/2018 |
| Unemployed | Denver | CO | 02/2019 | 08/2020 |
| Umb Distribution Services, Llc | Milwaukee | WI | 01/2022 | 12/2024 |
| Distribution Services Llc | Denver | CO | 12/2024 | Present |
Marsico Capital Management, LLC; Investment Related; Registered Investment Advisor; Denver, CO; 9/21/2020; Vice President, Marketing & Client Services; Discuss the Funds and Strategies with current and potential clients; 160 Hrs Per Month; 130 Hrs Per Month Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-30 |
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