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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-04 |
| CO | RA | APPROVED | 2019-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 01/2017 | Present |
| Cobiz Financial | Denver | CO | 03/2015 | 12/2016 |
| Yosemite Office Center, Llc | Greenwood Village | CO | 01/2017 | Present |
| Streamline Commerical Properties, Llc | Denver | CO | 01/2016 | 12/2017 |
| 1520 W. 13Th Partners, Llc | Denver | CO | 04/2015 | Present |
| 1150 S Kalamath Partners, Llc | Denver | CO | 01/2014 | Present |
| Schwab Wealth Advisory Inc | Lone Tree | CO | 10/2019 | Present |
1) Yosemite Office Center, LLC | Investment Related:No|5655 S Yosemite St|Greenwood Village|CO|80111|USA|Real Estate (Non-Agent/Broker)|Investor / Part owner|1/17/2017|Less than 20|0|I am a part owner of a company that owns a commercial building. Located at 5655 S Yosemite St. Greenwood Village, CO 80111, 2) 1520 W. 13th Partners, LLC | Investment Related:No|1660 S. Albion St Suite 200|Denver|CO|80222|USA|Real Estate (Non-Agent/Broker)|Part Owners|4/21/2015|Less than 20|0|My trust is a part owner of this building, which is setup as LLC., 3) 1150 S Kalamath Partners, LLC | Investment Related:No|1873 S. Bellaire St #825|Denver|CO|80222|USA|Real Estate (Non-Agent/Broker)|Member|1/1/2014|Less than 20|0|I am just an investor, 4) 1660 S. Albion St. LLC | Investment Related:No|1660 St. Albion St.|Denver|CO|80222|USA|Real Estate (Non-Agent/Broker)|Limited Partner of LLC|7/1/2023|Less than 20|0|I am a passive investor in a commercial real estate office building, 5) Ave Maria Catholic School | Investment Related:Yes|9056 E Parker Rd|Parker|CO|80138|USA|Education|Member of Financial Council|10/13/2023|Less than 20|1|I am looking to be a part of the financial council for my daughters school (Ave Maria Catholic School)., 6) 15700 E Jamison Dr. 3-301 LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Property Manager|7/26/2024|Less than 20|0|Property Manager of Rental Property, 7) Murphy Aesthetics, LLC | Investment Related:No|Healthcare Services|Aesthetician |7/16/2025|Less than 20|0|My wife is working as a 1099 employee for Pinch Healthcare where she works as a Nurse Practitioner Aesthetician.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-30 |
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