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5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-23 |
Branch Locations
5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2017 | 03/2020 |
| West Chester University | West Chester | PA | 08/2016 | 08/2017 |
| Self-Employed | Malvern | PA | 08/2015 | 08/2017 |
| Presidio Capital Management, Llc | San Diego | CA | 12/2025 | 02/2026 |
| Advisor Credit Exchange, Llc | Berwyn | PA | 11/2022 | 12/2023 |
| West Capital Management, Llc | Philadelphia | PA | 03/2020 | 11/2025 |
| Nilsine Partners, Llc | Denver | CO | 06/2026 | Present |
| Unemployed | San Diego | CA | 02/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-20 |
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