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5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-10 |
| CO | RA | APPROVED | 2022-11-22 |
Branch Locations
5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Family Wealth | Denver | CO | 01/2020 | 11/2022 |
| Umb Bank | Denver | CO | 08/2015 | 01/2020 |
| Nilsine Partners, Llc | Greenwood Village | CO | 11/2022 | Present |
1. Renew Biotechnologies; Not Investment Related; 2315 W 700 S Suite R, Pleasant Grove, UT 84062; A biotechnology company developing neurodegenerative-focused liquid biopsy tests for earlier, more precise clinical insight.; Board Member; 11/20/2025; 1-2 hours/month; Board representative for advisory clients of Nilsine Partners, LLC to better steward the investment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-31 |
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