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4940 Pearl East Circle Suite 302, Boulder, CO 80301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-04 |
Branch Locations
4940 Pearl East Circle Suite 302, Boulder, CO 80301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Colorado | Boulder | CO | 08/2022 | 05/2025 |
| The Millstone Evans Group | Boulder | CO | 01/2023 | 06/2025 |
| The Millstone Evans Group | Boulder | CO | 06/2025 | 02/2026 |
| Bloom Wealth Advisors | Boulder | CO | 02/2026 | 04/2026 |
| The Millstone Evans Group | Boulder | CO | 05/2026 | Present |
| Bexley High School | Bexley | OH | 08/2018 | 05/2022 |
| Bexley Middle School | Bexley | OH | 05/2016 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-03 |
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