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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-30 |
| CO | RA | APPROVED | 2025-04-10 |
Branch Locations
90 S Cascade Ave, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Fountain | CO | 09/2022 | 03/2025 |
| University Of Colorado-Denver | Denver | CO | 01/2020 | 12/2021 |
| Bravobrio Restaurant Group | Danbury | CT | 03/2017 | 03/2018 |
| Texas Roadhouse, Inc. | Colorado Springs | CO | 05/2011 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colorado Springs | CO | 03/2025 | Present |
| Texas Roadhouse | Springfield | IL | 04/2012 | 03/2018 |
| Bank Of America, N.A. | Colorado Springs | CO | 04/2025 | Present |
I*2263282, Entity Type: Entity For Profit,Entity Publicly Traded, Name of OBA: Texas Roadhouse, Address: Colorado Springs, Colorado, 80922, Investment Related: N, Position, Title, Association: ["Employee"], Employee Start Date: 04/01/2012, No Hours: 6 Weekly, No Hours during Trading: 0 Weekly, Duties: Server/Bartender, Part time server/bartender on the weekends. I have worked for the company since 2012. I*3704268Entity Type: Entity GovernmentalName of OBA: Fountain Colorado Economic Development CommissionAddress: Fountain, Colorado, 80817Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 03/09/2026Number of Hours: 8, MonthlyNumber of Hours during trading: 0, MonthlyDuties: To advocate on behalf of business operational needs in a corridor and/or identify hinderances to business entry for the community; as well as propose solutions for the retention of existing business for growth and attraction of new business development for the city of Fountain I would be a volunteer resident of Fountain that would help guide and support the city's economic growth. My role would be advisory to City Council that focuses on shaping a strong local economy, job creation, and business vitality.. I would formulate goals, objectives, and economic development plans for the city. Review economic conditions and recommend strategies to diversify and strengthen the city's economic base.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-05 |
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