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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Highlands Ranch | CO | 02/2022 | 07/2022 |
| Wells Fargo | Arvada | CO | 01/2013 | 10/2019 |
| Bank Of America, N.A. | Highlands Ranch | CO | 07/2022 | 09/2023 |
| Unemployed | Highlands Ranch | CO | 01/2023 | 07/2023 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 10/2023 | 06/2026 |
| Key Bank | Perker | CO | 10/2019 | 04/2021 |
| Bank Of America | Lakewood | CO | 11/2007 | 01/2022 |
| U.S. Bancorp Advisors, Llc | Westminster | CO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-03 |
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