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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-23 |
| CO | RA | APPROVED | 2025-07-15 |
Branch Locations
4475 Forrest Hills Rd, Colorado Springs, CO 80907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Colorado Springs | CO | 11/2013 | 05/2022 |
| D.A. Davidson | Colorado Springs | CO | 07/2023 | 04/2025 |
| Anb Bank | Colorado Springs | CO | 05/2022 | 06/2023 |
| Wells Fargo Clearing Services | Colorado Springs | CO | 11/2015 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colorado Springs | CO | 06/2025 | Present |
| Bank Of America, N.A. | Colorado Springs | CO | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-17 |
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