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360 Madison Avenue 15Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-20 |
Branch Locations
360 Madison Avenue 15Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors | Denver | CO | 09/2010 | 11/2018 |
| Unemployed | Denver | CO | 11/2018 | 04/2019 |
| Transamerica Capital Inc | Denver | CO | 04/2019 | 10/2020 |
| Gwfs Equities, Inc | Greenwood Village | CO | 12/2020 | 11/2021 |
| Morgan Stanley Smith Barney Llc | Denver | CO | 12/2021 | 12/2023 |
| Vestwell Securities, Llc | New York | NY | 07/2026 | Present |
| Vestwell | New York | NY | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-01 |
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