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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-18 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
10951 S Parker Road, Parker, CO 80134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adams State College | Alamosa | CO | 08/2013 | 05/2018 |
| Raymond James Financial Services, Inc. | Greenwood Village | CO | 08/2017 | 04/2024 |
| Newell Financial Services, Inc. | Greenwood Village | CO | 06/2017 | 04/2024 |
| Raymond James Financial Services Advisors, Inc. | Greenwood Village | CO | 11/2019 | 04/2024 |
| Mml Investor Services, Llc | Denver | CO | 07/2024 | 09/2025 |
| Massmutual Life Insurance Co | Denver | CO | 06/2024 | 09/2025 |
| Key Investment Services | Brooklyn | OH | 12/2025 | Present |
| Unemployed | Parker | CO | 09/2025 | 12/2025 |
| Unemployed | Parker | CO | 04/2024 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-22 |
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