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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-01 |
Branch Locations
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
14143 Denver West Parkway Suite 100, Golden, CO 80401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snowden Lane Partners | Golden | CO | 11/2023 | Present |
| Wealth Management Associates Of Colorado | Lakewood | CO | 11/2017 | 11/2023 |
| Unemployed | Grand Junction | CO | 05/2015 | 11/2017 |
George R Winters III, M.D., PLLC; I handle the business activities for the PLLC on behalf of my husband, George R. Winters, MD., who is a gastroenterologist in Grand Junction, Colorado. My duties are to prepare business receipts and expenses for the accountant who then prepares the tax payment schedules and tax returns. I work on this approximately 40 hours per month; non-investment related. Receive a contribution to 401(k) instead of a set salary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-17 |
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