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4 World Trade Center, Suite 2908, New York, NY 10007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-22 |
| TX | RA | APPROVED | 2024-03-22 |
Branch Locations
4 World Trade Center, Suite 2908, New York, NY 10007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Denver | CO | 08/2022 | 02/2024 |
| Heidi Washburn State Farm | Windsor | CO | 01/2022 | Present |
| Wipfli Financial Advisors | Denver | CO | 06/2021 | 12/2021 |
| Serious Texas Bbq | Loveland | CO | 01/2019 | 01/2020 |
| Aggie Village | Fort Collins | CO | 01/2020 | 08/2022 |
| Aggie Village | Fort Collins | CO | 08/2020 | 06/2021 |
| Cetera Financial | Denver | CO | 06/2020 | 08/2020 |
| Colorado State University | Fort Collins | CO | 08/2018 | 05/2022 |
| Loveland High School | Loveland | CO | 01/2013 | 12/2018 |
| Goalvest Advisory | New York | NY | 02/2024 | Present |
| Goalvest Advisory Llc | New York | NY | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-30 |
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