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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| CO | RA | APPROVED | 2022-10-26 |
Branch Locations
145 N College Ave, Fort Collins, CO 80524 • United States
Timnath, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Loveland | CO | 06/2015 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Loveland | CO | 06/2017 | 10/2022 |
| Tiaa | Fort Collins | CO | 10/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Fort Collins | CO | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-08 |
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