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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-08-21 |
| TX | RA | APPROVED | 2020-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Army National Guard | Rio Rancho | NM | 04/2011 | 03/2018 |
| Imbibe Llc | Albuquerque | NM | 03/2016 | 11/2016 |
| Fidelity Investments Institutional Operations Company | Albuquerque | NM | 07/2016 | 02/2017 |
| Fidelity Brokerage Services Llc | Arvada | CO | 03/2017 | 07/2020 |
| Fidelity Personal And Workplace Advisors | Englewood | CO | 07/2018 | 07/2020 |
| Jpmorgan Chase Bank, N.A. | Littleton | CO | 07/2020 | Present |
| J.P. Morgan Securities Llc | Littleton | CO | 07/2020 | Present |
| Strategic Advisers Llc | Arvada | CO | 03/2018 | 07/2018 |
| K Company Llc | Denver | CO | 03/2023 | Present |
Entity Name: K Company LLC Investment related: No Address: Denver Colorado 80222 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/07/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real Estate holding/management (1 property personally owned 100%)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-18 |
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