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12235 Pecos St Suite 100, Westminster, CO 80234 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-23 |
Branch Locations
12235 Pecos St Suite 100, Westminster, CO 80234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Castle Rock | CO | 05/2016 | 09/2016 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 09/2016 | 07/2024 |
| Mutual Of Omaha Investor Services, Inc. | Denver | CO | 08/2024 | 05/2025 |
| Mountain Capital Investment Advisors, Inc. | Westminster | CO | 06/2025 | Present |
Licensed insurance agent; Not investment-related; 12235 Pecos Street, Suite 100, Westminster, CO, 80234; Insurance sales; Implementation of insurance recommendations; 16 hours per month, 0 during trading hours: Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-28 |
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