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600 Grant St. Ste. 450, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-11-06 |
| TX | RA | APPROVED | 2023-11-06 |
Branch Locations
600 N Grant Street Suite 450, Denver, CO 80203 • United States
Golden, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisors | Newport Beach | CA | 01/2015 | 07/2019 |
| Goldman Sachs Personal Financial Management | New York | NY | 07/2019 | 08/2023 |
| Capital Investment Counsel, Llc | Denver | CO | 11/2023 | Present |
1. Owner of FOBO LLC, a holding vehicle. Activity will take place from Golden, CO. Organization is not primarily engaged in investment-related activity. Start date was January 1, 2018. One hour per month. Duties include the general management of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-21 |
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