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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED | 2026-08-06 |
Branch Locations
215 Union Blvd Suite 200, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 02/2024 | 03/2025 |
| Elite Suites | Southlake | TX | 06/2015 | 08/2017 |
| Bed Bath N Bones | Texas | TX | 05/2016 | 12/2016 |
| Mcdonnell Building Supplies | Texas | TX | 09/2021 | 07/2022 |
| Xtra Lease | Irving | TX | 07/2022 | 01/2024 |
| Adams Engineering | Texas | TX | 01/2017 | 12/2017 |
| Lifetime Fitness | Texas | TX | 06/2018 | 10/2021 |
| Doordash | Texas | TX | 01/2020 | 10/2021 |
| Keller Pointe | Texas | TX | 01/2018 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2025 |
| New York Life Insurance Company | Denver | CO | 10/2025 | Present |
| Nylife Securities Llc | Denver | CO | 03/2026 | Present |
| Uber | Denver | CO | 04/2025 | Present |
| Eagle Strategies Llc | Lakewood | CO | 08/2026 | Present |
[Uber; not investment related; 1455 market street #400, San Francisco CA, 94103; driving customer from one point to another; driver, employee; start 06/2025; 10 HRS per month, 0HRS during securities trading hours; pick up customers and drop off at set location]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-15 |
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