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520 E Cooper Ave. Ste. 7C, Aspen, CO 81611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-06 |
Branch Locations
121 S. Tejon St. Suite 700, Colorado Springs, CO 80903 • United States
520 E Cooper Ave. Ste. 7C, Aspen, CO 81611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Quality Logistics | Denver | CO | 08/2016 | 04/2017 |
| Riley Rink | Manchester | VT | 12/2014 | 12/2016 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 04/2017 | 09/2020 |
| Fidelity Investments | Denver | CO | 10/2020 | 02/2023 |
| Morgan Stanley | Colorado Springs | CO | 03/2023 | 06/2025 |
| Pcm Encore, Llc | Colorado Springs | CO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-16 |
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