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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-29 |
| CO | RA | APPROVED | 1999-01-01 |
| TX | RA | APPROVED_RES | 1985-12-06 |
Branch Locations
123 N 7Th St, Grand Junction, CO 81501 • United States
1200 Howard Blvd, Mount Laurel, NJ 08054 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Junction | CO | 11/1984 | Present |
| Bank Of America, N.A. | Grand Junction | CO | 09/2009 | Present |
1)I*43150 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HORSE BOARDING AND RENTAL WEST FARM INVESTMENT RELATED: N ADDRESS OF BUSINESS: 2074 I ROAD, FRUITA, COLORADO 81521 NATURE OF BUSINESS: OTHER,SCHEDULE F ON 1040 FORM POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 5/31/2001 NUMBER OF HOURS DEVOTED: 208 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENT HOUSE, MAINTAIN 20 ACRES OF PASTURE, ARENA, OUTBUILDINGS AND YARD, KEEP WATER AVAILABLE FOR BOARDED HORSES, IRRIGATE AND MAINTAIN PASTURES AND FENCES. FEED HAY IN THE WINTER MONTHS. 2)FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BRASSRING LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: FRUITA, COLORADO 81521 NATURE OF BUSINESS: LLC POSITION, TITLE, ASSOCIATION: MEMBER START DATE OF RELATIONSHIP: 11/07/2008 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS ACCOUNT IS SET UP TO HANDLE DEPOSITS FROM GJ OWL AND ANY OTHERS MY CPA ADVISES ME TO DO ON RENTAL PROPERTIES I OWN. I*27730 For profit or not for profit: For-Profit Organization Name of outside business organization: Brassring LLC Investment related: N Address of business: Fruita, Colorado 81521 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 12:00:00 AM Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Member I*1699314, Entity Type, Name of OBA:Rental Property 1, Address:Loma, CO 81524, Investment Related:No, Position, Title, Association:Sole owner, Employee Start Date:2/15/2024 No Hours:1 No Hours during trading: Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-30 |
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