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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-07 |
| CO | RA | APPROVED | 2025-01-24 |
Branch Locations
250 Fillmore Street Suite 104, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Greeley | CO | 05/2018 | 08/2019 |
| Canvas Credit Union | Windsor | CO | 08/2019 | 08/2020 |
| Keybank | Fort Collins | CO | 09/2020 | 06/2022 |
| Student | Greeley | CO | 01/2005 | 01/2018 |
| Key Investment Services | Fort Collins | CO | 01/2022 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Greeley | CO | 07/2022 | 12/2024 |
| Wells Fargo Bank, Na | Greeley | CO | 07/2022 | 02/2024 |
| Morgan Stanley | Denver | CO | 01/2025 | Present |
| Sam'S Club | Greeley | CO | 01/2018 | 05/2018 |
| Wells Fargo Bank, Na | Fort Collins | CO | 02/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-29 |
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