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1005 S. Gaylord Street, Denver, CO 80209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-06-25 |
| CA | RA | APPROVED | 2024-06-21 |
| CO | RA | APPROVED | 2024-06-21 |
| NE | RA | APPROVED | 2024-06-21 |
| NY | RA | APPROVED | 2024-06-21 |
| TX | RA | APPROVED_RES | 2024-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado State University | Fort Collins | CO | 08/2016 | 05/2017 |
| Unemployed | Corte Madera | CA | 05/2017 | 08/2017 |
| Black Swift Group | Denver | CO | 08/2017 | 06/2022 |
| Lotusgroup Advisors, Llc | Denver | CO | 06/2024 | Present |
| Lotusgroup Capital, Llc | Denver | CO | 06/2024 | Present |
| Fidelity Investments | Greenwood Village | CO | 12/2022 | 03/2024 |
| Unemployed | Denver | CO | 06/2022 | 12/2022 |
| Unemlpoyed | Denver | CO | 03/2024 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-04 |
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