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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-21 |
| TX | RA | APPROVED | 2026-07-21 |
Branch Locations
16961 Lincoln Ave, Parker, CO 80134 • United States
11051 S Parker Rd, Parker, CO 80134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 04/2011 | 02/2022 |
| Fidelity Investments | Lone Tree | CO | 02/2022 | 11/2023 |
| Fidelity Investments | Boston | MA | 11/2023 | 02/2026 |
| Savvy | Denver | CO | 05/2026 | 06/2026 |
| Colorado Wealth Group | Denver | CO | 05/2026 | 06/2026 |
| U.S. Bancorp Advisors, Llc | Parker | CO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-11-20 |
| S65 | Uniform Investment Adviser Law Examination | 2013-11-15 |
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