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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-09 |
Branch Locations
8701 Bee Caves Road Suite 300, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T Rowe Price | Colorado Springs | CO | 04/2022 | 02/2023 |
| Kemper Health | Colorado Springs | CO | 07/2021 | 03/2022 |
| Trinity Property Consultants | Fort Collins | CO | 05/2019 | 08/2019 |
| The Broadmoor | Colorado Springs | CO | 05/2018 | 08/2018 |
| The Broadmoor | Colorado Springs | CO | 05/2017 | 08/2017 |
| Colorado State University | Fort Collins | CO | 08/2016 | 05/2021 |
| Morgan Stanley | Austin | TX | 10/2023 | Present |
| N/A | Colorado Springs | CO | 03/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-13 |
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