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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2020-11-16 |
| TX | RA | APPROVED | 2019-09-06 |
| CO | RA | APPROVED | 2019-08-21 |
Branch Locations
921 Walnut St, Boulder, CO 80302 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crabtree And Evelyn | Denver | CO | 10/2013 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boulder | CO | 03/2019 | Present |
| Oppenheimerfunds | Centennial | CO | 01/2014 | 03/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-20 |
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