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1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-18 |
Branch Locations
1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Seattle | WA | 06/2017 | 08/2017 |
| University Of Washington | Seattle | WA | 01/2017 | 12/2017 |
| Pfm Financial Advisors Llc | Seattle | WA | 01/2018 | 07/2020 |
| Cerity Partners (Fka Agility) | Denver | CO | 07/2020 | 02/2026 |
| Johnson Financial Group Llc Dba Jfg Family Office | Denver | CO | 03/2026 | Present |
| University Of Washington | Seattle | WA | 09/2014 | 12/2017 |
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