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801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
801 Barton Springs Rd, Austin, TX 78704 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Denver | CO | 05/2022 | 04/2023 |
| Breakthru Beverage Group | Denver | CO | 09/2021 | 04/2022 |
| Unemployed | Boulder | CO | 05/2021 | 09/2021 |
| Leeds School Of Business Burridge Center For Finance | Boulder | CO | 01/2021 | 05/2021 |
| Unemployed | Boulder | CO | 08/2020 | 01/2021 |
| University Of Colorado Boulder Career Services | Boulder | CO | 02/2019 | 08/2020 |
| Unemployed | Boulder | CO | 05/2017 | 02/2019 |
| Elevation Volleyball Club | Mason | OH | 01/2017 | 05/2017 |
| Unemployed | Cincinnati | OH | 05/2012 | 01/2017 |
| Fidelity Investments | Denver | CO | 04/2023 | 12/2023 |
| Stordahl Capital Management | Greenwood Village | CO | 12/2023 | 09/2025 |
| Root Financial Partners | Austin | TX | 01/2026 | Present |
| Unemployed | Erie | CO | 09/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-23 |
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