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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| CO | RA | APPROVED | 2025-01-17 |
Branch Locations
6400 S Fiddlers Green Cir, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wd Wealth Strategies Llc | Lone Tree | CO | 10/2022 | 03/2024 |
| Unemployed | Dublin | OH | 04/2022 | 10/2022 |
| University Of Cincinnati | Cincinnati | OH | 08/2018 | 04/2022 |
| Amazon | Hebron | KY | 04/2021 | 08/2021 |
| Smoothie King | Dublin | OH | 04/2020 | 08/2020 |
| Student Painters | Dublin | OH | 04/2019 | 12/2022 |
| Smoothie King | Dublin | OH | 01/2018 | 08/2018 |
| Dublin Jerome High School | Dublin | OH | 08/2011 | 09/2018 |
| Innovation Partners Llc | Charlotte | NC | 09/2023 | 11/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 01/2025 | Present |
| Medride | Highlands Ranch | CO | 11/2024 | 01/2025 |
| Greatstone Wealth Llc | Littleton | CO | 04/2024 | 10/2024 |
| Uber | Littleton | CO | 05/2024 | Present |
| Bank Of America, N.A. | Greenwood Village | CO | 02/2025 | Present |
Name of the other businessUberWhether the business is investment-relatedNot investment relatedAddress of the other businessLittleton, ColoradoNature of the other businessPerson and Food delivery serviceYour positionDriverTitle, or relationship with the other businessContractorStart date of your relationship01/2025Approximate number of hours/month you devote to the other business10Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other business I deliver food and people across Denver safely. I also am able to drive pets and shop for others and make those deliveries as well. I*2157271, Entity Type Entity For Profit,Entity Publicly Traded, Name of OBA: Uber Address: Littleton Colorado 80120 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/31/2025 No Hours: 0 No Hours during trading: 0 Duties: Food and people delivery driver. There are no expectations for the role in terms of hours or responsibilities. I work when I want to and drive people and items around Denver safely.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-29 |
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