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2535 S Lewis Way Suite 201, Lakewood, CO 80227-6551 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-27 |
Branch Locations
2535 S Lewis Way Suite 201, Lakewood, CO 80227-6551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Down River Equipment | Wheatridge | CO | 02/2014 | 05/2019 |
| Homemaker | Golden | CO | 05/2019 | 10/2022 |
| Home Depot | Golden | CO | 10/2022 | 11/2023 |
| Apex Recreation District | Arvada | CO | 11/2023 | 01/2025 |
| Financial Security Managment | Lakewood | CO | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-27 |
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