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2761 W. 120Th Ave., Suite 200, Westminster, CO 80234 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-28 |
Branch Locations
2761 W. 120Th Ave., Suite 200, Westminster, CO 80234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstbank | Evergreen | CO | 02/2017 | 04/2017 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 04/2017 | 09/2018 |
| Unemployed | Fort Collins | CO | 08/2016 | 02/2017 |
| U.S. Bancorp Investments | Littleton | CO | 07/2019 | 10/2021 |
| Surefoot | Centennial | CO | 10/2018 | 07/2019 |
| Wambolt & Associates, Llc | Littleton | CO | 10/2021 | 02/2025 |
| Townsend | Westminster | CO | 02/2025 | Present |
| Private Client Services | Westminster | CO | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-25 |
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