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165 S. Union Blvd Suite 780, Lakewood, CO 80228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-15 |
| CO | RA | APPROVED | 2025-07-10 |
Branch Locations
165 S. Union Blvd Suite 780, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 08/2016 | 08/2018 |
| Wells Fargo Clearing Services, Llc | Grennwood Village | CO | 10/2019 | 04/2022 |
| Aerotek | Greenwood Villiage | CO | 11/2018 | 09/2019 |
| Robert W. Baird & Co. Incorporated | Denver | CO | 04/2022 | 06/2025 |
| Mattern Capital Management, Llc | Lakewood | CO | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-17 |
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