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Boulder, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boulder | CO | 04/2018 | 03/2023 |
| Gloss Llc | Boulder | CO | 09/2016 | 09/2017 |
| Centennial Harbor Llc | Boulder | CO | 01/2009 | 04/2018 |
| Bank Of America, N.A. | Boulder | CO | 06/2018 | 03/2023 |
| Burlington Alliance Capital Management | Boulder | CO | 03/2023 | 08/2023 |
| Integrity Advisory Solutions, Llc | Boulder | CO | 09/2023 | 08/2024 |
| Unemployed | Boulder | CO | 08/2024 | 02/2025 |
| Joy Equity Management | Boulder | CO | 02/2025 | Present |
2. Motown Mountain, LLC; Investment related; 4011 Old Westbury Ct. Boulder, CO 80301; Real estate; Partner; 10/10/2021; 1 hour per month; 0 hours during trading hours; Member in a partnership that owns real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-03 |
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