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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-22 |
Branch Locations
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
2001 16Th Street Suite 1700, Denver, CO 80202 • United States
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Denver | CO | 02/2018 | 07/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 02/2018 | 07/2026 |
| Bank Of The West | Superior | CO | 07/2015 | 02/2018 |
| University Of Colorado Denver | Denver | CO | 08/2013 | 12/2017 |
| Cliftonlarsonallen Wealth Advisors Llc | Denver | CO | 07/2026 | Present |
(1) LYFT POSITION: Lyft Driver NATURE: Rideshare INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 2930 S Havana Street, Aurora CO 80014, United States DESCRIPTION: Driver (2) UBER POSITION: Driver NATURE: Uber is a rideshare service. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/14/2023 ADDRESS: 400 Centennial Parkway, Louisville CO 80027, United States DESCRIPTION: Driving (3) RENTAL INCOME POSITION: Landlord NATURE: Rental income from a property that my spouse owns INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/12/2024 ADDRESS: Home Address, Denver CO 80206, United States DESCRIPTION: Providing housing for renters (4) JESSE BRYAN POSITION: Content Creator NATURE: Making content on Instagram and TIktok around being a first-time Dad. Minimum compensation - less than $1K per month. How I would describe this "business" is: I'm a first-time dad creating content about navigating through the early stages of parenthood. My videos focus on relatable dad moments and life with a newborn. INVESTMENT RELATED: No NUMBER OF HOURS: 28 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2026 ADDRESS: Home Address, Denver CO 80221, United States DESCRIPTION: Acting, Producing, Editing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-30 |
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