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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-12-08 |
Branch Locations
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
8241 S. Continental Divide Road, Littleton, CO 80127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sharkninja | Newton | MA | 05/2016 | 01/2017 |
| Axa Advisors, Llc | New York | NY | 01/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 01/2017 | 04/2021 |
| Cedrus Llc | Littleton | CO | 04/2021 | 12/2024 |
| Cedrus Llc | Littleton | CO | 01/2022 | 12/2024 |
| Srs Capital Advisors, Llc | Denver | CO | 12/2024 | Present |
1.) NG RENTALS LLC, 14020 ELDERBERRY RD., GOLDEN, CO 80401. NOT INVESTMENT RELATED. CO-OWNER; OWNS RENTAL PROPERTY HELD WITHIN LLC; START DATE 05/09/2018; NO HRS. SPENT PER MONTH; NO COMPENSATION; IS SIGNATOR FOR NG RENTALS CHECKING ACCOUNT WHICH IS USED TO COLLECT RENT AND PAY BILLS. 2.) INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, GOLDEN, CO, START DATE 01/2017, VAIRABLE PRODUCTS, LIFE, AND ACCIDENT & HEALTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-07 |
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