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1001 Bannock St 3Rd Floor, Denver, CO 80204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-26 |
| NY | RA | APPROVED | 2025-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | San Francisco | CA | 01/2022 | 07/2024 |
| Blackrock Investments, Llc | San Francisco | CA | 03/2022 | 07/2024 |
| Factset Research Systems | San Francisco | CA | 10/2021 | 12/2021 |
| Santa Clara University | Santa Clara | CA | 09/2020 | 08/2021 |
| Santa Clara University | Santa Clara | CA | 09/2017 | 06/2021 |
| Douglas County School District | Parker | CO | 01/2016 | 12/2017 |
| Douglas County School District | Parker | CO | 01/2012 | 05/2017 |
| Align Impact, Llc | Santa Monica | CA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-30 |
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