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450 West 33Rd Street Floor 11, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2022-10-02 |
| TX | RA | APPROVED | 2022-10-02 |
Branch Locations
450 West 33Rd Street Floor 11, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Betterment | Longmont | CO | 04/2020 | Present |
| Jennifer Harms Allstate Agency | Fort Collins | CO | 06/2019 | 04/2020 |
| Oskar Blues Brewery | Longmont | CO | 04/2019 | 06/2019 |
| Papa Murphys | Fort Collins | CO | 08/2014 | 04/2019 |
| Markley Motors | Fort Collins | CO | 08/2013 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-01 |
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