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5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-23 |
| TX | RA | APPROVED | 2025-05-23 |
Branch Locations
5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
8744 Kendrick Castillo Way Suite 500, Highlands Ranch, CO 80129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cision | Chicago | IL | 07/2022 | 01/2023 |
| Cincinnati Bengals | Cincinnati | OH | 08/2021 | 01/2022 |
| Rumpke Waste And Recycling | Cincinnati | OH | 12/2018 | 07/2022 |
| Grunder Landscaping | Miamisburg | OH | 05/2021 | 05/2021 |
| Skyline Chili | Cincinnati | OH | 10/2016 | 07/2018 |
| Fidelity Investments | Denver | CO | 02/2023 | 02/2024 |
| Unemployed | Cincinnati | OH | 07/2018 | 12/2018 |
| University Of Dayton | Dayton | OH | 08/2018 | 05/2022 |
| Lasalle High School | Cincinnati | OH | 08/2014 | 05/2018 |
| Quotient Wealth Partners, Llc | Highlands Ranch | CO | 03/2025 | Present |
| Fidelity Investments | Denver | CO | 02/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-09 |
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