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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-09 |
Branch Locations
12101 N Huron Street, Westminster, CO 80234 • United States
1075 S Havana Street, Denver, CO 80012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Dieg | CA | 02/2022 | 11/2023 |
| Bellco Credit Union | Aurora | CO | 02/2022 | Present |
| Bellco Credit Union | Aurora | CO | 03/2021 | 02/2022 |
| Amazon | Denver | CO | 12/2020 | 03/2021 |
| Herbal Wellness | Lafayette | CO | 07/2019 | 10/2020 |
| College Pro Painters | Boulder | CO | 05/2019 | 07/2019 |
| Sorensen & Sorensen Painting | Rochester | MN | 05/2018 | 05/2019 |
| Kwik Trip | Rochester/Mankato | MN | 04/2017 | 11/2018 |
| Ups | Rochester | MN | 09/2016 | 04/2017 |
| Osaic Institutions Inc. | Meriden | CT | 11/2023 | Present |
1.) Colorado Rockies Baseball team. Not investment related. Guest experience Representative. Started March 2024. Not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-08 |
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