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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-30 |
| CO | RA | APPROVED | 2024-05-10 |
Branch Locations
5117 S Yosemite St, Greenwood Village, CO 80111 • United States
1175 S Havana St, Aurora, CO 80012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co, Inc. | Lone Tree | CO | 06/2022 | 01/2024 |
| Cruz Painting | Denver | CO | 05/2016 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 03/2024 | Present |
| Fidelity | Greenwood Village | CO | 02/2024 | 03/2024 |
| Colorado State University | Fort Collins | CO | 08/2018 | 08/2020 |
| Bank Of America N.A. | Greenwood Village | CO | 05/2024 | Present |
I*1767302, Entity Type: For Profit, Name of OBA: Cruz Painting Address: Denver Colorado 80239 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 01/01/2023 No Hours: 4 monthly No Hours during trading: 0 Duties: Book keeping for my fathers business I*: 4052279 Entity Type: For Profit Name of OBA: L.E.A.D.F Properties LLC Address: Aurora, Colorado, 80014 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 11/20/2025 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Purpose consist of having a rental propertymanaging my rental in a passive way
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-16 |
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