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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-07-24 |
| CO | RA | APP_PEND_IARCE | 2026-07-23 |
Branch Locations
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
8055 East Tufts Ave Suite 1310, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 01/2021 | 05/2024 |
| Campus Acquisi. Ca Venture | Fort Collins | CO | 03/2019 | 06/2020 |
| Pinnacle-An Am Mgmt Svc Co. | Fort Collins | CO | 09/2017 | 03/2019 |
| Dairy Queen | Lafayette | CO | 05/2017 | 08/2017 |
| Colorado State University | Fort Collins | CO | 08/2015 | 05/2020 |
| Unemployed | Denver | CO | 08/2020 | 01/2021 |
| Charles Schwab Bank, Ssb | Lone Tree | CO | 05/2023 | 05/2024 |
| Keen Wealth Advisors | Overland Park | KS | 07/2024 | 06/2026 |
| Allworth Financial, L.P. | Denver | CO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
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