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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-04 |
| TX | RA | APPROVED | 2025-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Golden | CO | 11/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Golden | CO | 11/2025 | Present |
| Nordstrom Rack | Lakewood | CO | 09/2025 | 12/2025 |
| Phyta Life Llc | Lakewood | CO | 07/2025 | Present |
| Tiktok | Lakewood | CO | 02/2025 | Present |
| Instacart | Lakewood | CO | 01/2021 | Present |
| Transamerica Financial Advisors, Llc | Centennial | CO | 10/2023 | 11/2025 |
| World Financial Group | Centennial | CO | 11/2020 | 11/2025 |
| How Money Works | Johns Crossing | GA | 11/2020 | 11/2025 |
| Health Insurance Associates | Centennial | CO | 04/2024 | 11/2024 |
| Morris & Mae | Golden | CO | 10/2023 | 04/2024 |
| Whistling Hare Distillery | Broomfield | CO | 11/2021 | 09/2023 |
| Mpowering America | Henderson | NV | 09/2021 | 04/2022 |
| Kdp Publishing | Lakewood | CO | 10/2021 | 03/2022 |
| Wrapify | Lakewood | CO | 12/2021 | 01/2022 |
| Virtual Bartender | Lakewood | CO | 03/2020 | 12/2021 |
| Home2Suites | Lakewood | CO | 07/2021 | 09/2021 |
| Ginger Pig | Denver | CO | 10/2020 | 11/2020 |
| Run For The Roses | Denver | CO | 08/2020 | 10/2020 |
| Hotel Born | Denver | CO | 04/2019 | 08/2020 |
| Lyft | Lakewood | CO | 01/2018 | 10/2019 |
| White Lodging | Denver | CO | 08/2017 | 08/2019 |
| Unemployed | Aurora | CO | 10/2016 | 08/2017 |
| Thirsty Lion Gastropub | Denver | CO | 05/2016 | 09/2016 |
NAME OF OTHER BUSINESS:Instacart IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Lakewood,CO,80228,USA NATURE OF OTHER BUSINESS:Grocery Delivery YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Independent contractor or employee of another company START DATE OF YOUR RELATIONSHIP:2021-01-04 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:5 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Deliver groceries to customers via mobile app IS THIS A RESIDENTIAL ADDRESS?:Yes NAME OF OTHER BUSINESS:TikTok IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Lakewood,CO,80228,USA NATURE OF OTHER BUSINESS:Creator Rewards Program YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Independent contractor or employee of another company START DATE OF YOUR RELATIONSHIP:2025-02-03 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:1 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Content creator based on motivation, improved lifestyle, health and fitness. IS THIS A RESIDENTIAL ADDRESS?:Yes NAME OF OTHER BUSINESS:Phyta Life LLC IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Lakewood,CO,80227,USA NATURE OF OTHER BUSINESS:Healthy Green Juice Recipes YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2025-07-07 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:2 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Mobile application with a community based focus on healthy lifestyle choices and green juice recipes. IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-10 |
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