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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-08-08 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
9900 W Belleview Ave, Littleton, CO 80123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Parker | CO | 01/2022 | 06/2023 |
| Jpmorgan Chase Bank, N.A. | Parker | CO | 03/2021 | 12/2021 |
| Custom Equity Builders | Littleton | CO | 06/2020 | 01/2021 |
| University Of Colorado Boulder | Boulder | CO | 08/2016 | 08/2020 |
| Unemployed | Littleton | CO | 02/2021 | 02/2021 |
| J.P. Morgan Securities Llc | Parker | CO | 01/2022 | 06/2023 |
| Key Investment Services | Greenwood Village | CO | 06/2023 | 09/2023 |
| Key Investment Services Llc | Greenwood Village | CO | 09/2023 | Present |
DONATI LLC - POSITION: Member/Manager, NATURE: Rental property, residential real estate, INVESTMENT RELATED: No, NUMBER OF HOURS: 2, SECURITIES TRADING HOURS: 0, START DATE: 09/16/2024, ADDRESS: 8187 Raphael Ln, Littleton CO 80125, United States, DESCRIPTION: Managing rental property TAVOLA LLC POSITION: null NATURE: I have designed and intend to launch a board game on kickstarter.com and possibly other sites beginning in early 2027 and intend to launch other board games in subsequent years. The future game(s) will continue to be available for sale online on sites such as amazon.com after launching. I will begin incurring expenses related to manufacturing, advertising, etc. in 2026. This activity is separate from my role as a Private Client Advisor and will not conflict with my role or create any conflicts of interest. I have disclosed this activity to Michael Castillo, my Wealth Market Leader. This activity is not investment related. The time I spend on the business activity is outside of regular business hours. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2026 ADDRESS: 8187 Raphael Ln, Littleton CO 80125, United States DESCRIPTION: This is my own business and I am not under any duty or obligation to any other employer with this outside business activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
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