Inactive

Tenaya Rose Harrison-Morelock

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Current Employers

Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-04-18

CO RA
APPROVED

Since 2024-04-18

Branch Locations

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

1048 Pearl St Suite 450, Boulder, CO 80302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jpmorgan Chase Bank Na	Denver	CO	02/2019	07/2023
Jpmorgan Securities Llc	Denver	CO	02/2019	07/2023
Northstar Consultants	Denver	CO	06/2017	12/2017
University Of Colorado Boulder	Boulder	CO	08/2015	12/2018
Jp Morgan Chase Bank	Denver	CO	05/2018	08/2018
Crestone Asset Management Llc	Boulder	CO	10/2023	03/2024
Pathstone	Boulder	CO	04/2024	Present

02/2019 → 07/2023

Jpmorgan Chase Bank Na

Denver, CO
02/2019 → 07/2023

Jpmorgan Securities Llc

Denver, CO
06/2017 → 12/2017

Northstar Consultants

Denver, CO
08/2015 → 12/2018

University Of Colorado Boulder

Boulder, CO
05/2018 → 08/2018

Jp Morgan Chase Bank

Denver, CO
10/2023 → 03/2024

Crestone Asset Management Llc

Boulder, CO
04/2024 → Present

Pathstone

Boulder, CO

Previous Registrations

2023-12-20 → 2024-04-12

Crestone Asset Management Llc

Boulder, CO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-19
S63	Uniform Securities Agent State Law Examination	2019-06-03

S65 Uniform Investment Adviser Law Examination

2023-12-19
S63 Uniform Securities Agent State Law Examination

2019-06-03

Designations

View on SEC IAPD

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