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Denver, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED | 2024-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optas, Llc | Austin | TX | 09/2022 | 08/2023 |
| Vida Capital | Austin | TX | 03/2018 | 08/2022 |
| Turnkey Vacation Rentals | Austin | TX | 03/2017 | 02/2018 |
| Texas State University | San Marcos | TX | 01/2016 | 12/2016 |
| Unemployed | Autsin | TX | 01/2024 | 05/2024 |
| Stableford Capital Partners | Austin | TX | 06/2024 | Present |
| Optas, Llc | Austin | TX | 09/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-18 |
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