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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2024-01-10 |
| TX | RA | APPROVED_RES | 2023-12-26 |
Branch Locations
322 South David Street Suite B, Casper, WY 82601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Casper | WY | 08/2022 | 12/2023 |
| Natrona County School District #1 | Casper | WY | 10/2021 | 08/2022 |
| Stay At Home Mom | Casper | WY | 06/2021 | 10/2021 |
| Orangetheory Fitness | Mesquite | TX | 08/2018 | 06/2019 |
| Orangetheory Fitness | Denver | CO | 06/2019 | 02/2020 |
| Orangetheory Fitness | Austin, Texas | TX | 01/2021 | 02/2021 |
| Molak Corporation | New Braunfels | TX | 08/2016 | 10/2017 |
| Visit Midland | Midland | TX | 11/2017 | 06/2018 |
| Orangetheory Fitness | New Braunfels | TX | 02/2021 | 06/2021 |
| Orangetheory Fitness | Denver | CO | 10/2020 | 11/2020 |
| Covid 19 Pandemic & Pregnancy | Denver | CO | 02/2020 | 10/2020 |
| Morgan Stanley | Casper | WY | 12/2023 | Present |
*OBI - *578631- FIT 5150 LLC DBA ORANGETHEORY FITNESS; Investment Related: Yes; CASPER, Wyoming; FITNESS FACILITY/GYM; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2023; During Business Hours: 0; After Business Hours: 5; OWNER/SILENT PARTNER IN THIS VENTURE- CURRENTLY WE JUST ON THE FRANCHISE LICENSES AND ARE NOT DOING ANY THING MORE. *OBI - 578633 - RENTAL PROPERTY ; Investment related - Yes ; NEW BRAUNFELS, Texas ; Rental Property ; HOME OWNER (proprietor, partner, officer, director, employee, trustee, agent) ; 10/2021 ; During business hours : 0 ; After business hours : 1 ; WE DO NOT HAVE ANY DUTIES- WE HAVE A PROPERTY MANAGER *582329 - FIT 6063 LLC DBA ORANGETHEORY FITNESS; Investment Related - Yes; CASPER, Wyoming; FITNESS, HEALTH AND WELL BEING; Partner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2023; During Business Hours: 0; After Business Hours: 3; CURRENTLY DO NOT HAVE AN OBLIGATION AS THE BUSINESS IS NON OP/I JUST OWN LICENSES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-09 |
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