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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-21 |
| CO | RA | APPROVED | 2021-05-03 |
Branch Locations
5251 Dtc Parkway Suite 1500, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 04/2017 | 03/2021 |
| First Western Trust | Denver | CO | 08/2016 | 03/2017 |
| Schwab Private Client Investment Advisory | Lone Tree | CO | 04/2017 | 03/2021 |
| Morgan Stanley Smith Barney Llc | Greenwood Village | CO | 03/2021 | Present |
1) Rental Property| Not investment related| Denver, CO| Real Estate/Property Management| Owner| Start 07/01/2017| Less than 20 hours/month - 0 during trading hours| I am renting out a property that I used to live in.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-07-12 |
| S66 | Uniform Combined State Law Examination | 2006-10-06 |
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