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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED | 2026-01-26 |
Branch Locations
603 S. Broadway, Boulder, CO 80305 • United States
411 E Bromley Ln, Brighton, CO 80601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Brighton | CO | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Brighton | CO | 01/2026 | Present |
| Northwestern Mutual | Boulder | CO | 12/2022 | 01/2026 |
| The Building People Llc | Golden | CO | 05/2022 | 12/2022 |
| Oregon State University | Warren | OR | 09/2020 | 06/2022 |
| Inter-Con Security Systems Inc | Portland | OR | 02/2017 | 05/2022 |
| Gardaworld Cash Services | Portland | OR | 09/2016 | 02/2017 |
| Unemployed | Warren | OR | 07/2016 | 08/2016 |
| Franz Bakery | Anchorage | AK | 09/2015 | 06/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-05 |
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