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1805 Shea Center Dr Suite 420, Highlands Ranch, CO 80129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-23 |
Branch Locations
1805 Shea Center Dr Suite 420, Highlands Ranch, CO 80129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 09/2015 | 06/2018 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2018 | Present |
| Rosel Wealth Management | Highlands Ranch | CO | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-26 |
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