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8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-30 |
Branch Locations
255 Fillmore Street Suite 200, Denver, CO 80206 • United States
8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 06/2022 | 02/2025 |
| Tiaa | Denver | CO | 06/2022 | 02/2025 |
| Motor Systems Inc | Milford | OH | 05/2021 | 08/2021 |
| University Of Georgia | Athens | GA | 08/2018 | 05/2022 |
| Mariemont High School | Mariemont | OH | 08/2014 | 05/2018 |
| Office Of U.S. Senator Rob Portman | Cincinnati | OH | 07/2017 | 07/2017 |
| Michaelson Homes | Milford | OH | 06/2014 | 08/2020 |
| Iwp Wealth Management Llc | Denver | CO | 03/2025 | 12/2025 |
| Matter Llc | Denver | CO | 01/2026 | Present |
MICHAELSON HOMES POSITION: Employee NATURE: Michaelson Homes is a custom home builder in Milford, OH. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 411 Main Street, Milford OH 45150, United States DESCRIPTION: I will be helping my dad by tracking vans, estimating materials for projects, and other administrative activities. I will be doing this remotely from my apartment in Denver.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-23 |
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