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1307 Point Street, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-17 |
Branch Locations
2220 Briargate Parkway , Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 02/2019 | 03/2022 |
| Lyft | Denver | CO | 01/2019 | 02/2019 |
| Lincoln College Of Technology | Denver | CO | 08/2017 | 01/2019 |
| Tradesmen International | Colorado Springs | CO | 09/2015 | 08/2017 |
| Cc Brokers Insurance | Colorado Springs | CO | 06/2014 | 10/2016 |
| Independent Financial Group, Llc | Denver | CO | 05/2022 | 01/2023 |
| X Advisors, Llc | Santa Maria | CA | 07/2022 | 01/2023 |
| Tiaa | Denver | CO | 03/2023 | 10/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 03/2023 | 10/2025 |
| Fidelity Personal And Workplace Advisors | Greenwood Village | CO | 10/2019 | 03/2022 |
| T. Rowe Price | Colorado Springs | CO | 07/2026 | Present |
| Unemployed | Colorado Springs | CO | 10/2025 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-06 |
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