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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-02 |
| CO | RA | APPROVED | 2025-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 11/2022 | 06/2024 |
| Block Advisors | Longmont | CO | 12/2004 | 03/2023 |
| Thrivent Investment Management Inc | Longmont | CO | 08/2024 | 03/2025 |
| Thrivent Financial | Appleton | WI | 11/2024 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Longmont | CO | 06/2025 | Present |
| Peak One Pool And Spa | Boulder | CO | 11/2018 | 08/2019 |
| The Hain Celestial Group | Boulder | CO | 09/2017 | 12/2017 |
| Bank Of America, N.A. | Longmont | CO | 09/2025 | Present |
I*2901266, Entity Type: Entity Charitable, Name of OBA: Guardian Angels Catholic Church, Address: Mead, Colorado, 80542, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 10/02/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Go over monthly budget. Review Place of worshipand approve bills to be paid.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-01 |
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