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4430 Arapahoe Avenue Suite 120, Boulder, CO 80303-1100 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-06 |
Branch Locations
4430 Arapahoe Avenue Suite 120, Boulder, CO 80303-1100 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Arvada | CO | 12/2016 | 01/2017 |
| Raymond James Financial Services, Inc. | Arvada | CO | 09/2016 | 12/2016 |
| Self Employed | Boulder | CO | 05/2014 | 09/2016 |
| Raymond James Financial Services, Inc. | Boulder | CO | 01/2017 | 02/2023 |
| Raymond James Financial Services Advisors Inc. | Arvada | CO | 03/2017 | 02/2023 |
| Colorado Capital Management, Inc. | Boulder | CO | 03/2023 | Present |
1) 01/2024 - Longmont Community Foundation: Not investment-related. Time spent is approximately 2-3 hours per month outside trading hours. No compensation. 2) June 2026; Volunteer Finance Committee Member for Friendship Bridge, a nonprofit organization: Investment Related; Participates in finance committee oversight activities and has limited trading authority in two endowment accounts; Abstains from committee votes related to endowment investment decisions; No compensation received; Approx 10/hrs per mth during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-21 |
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