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4045 Pecos St Suite 210-15, Denver, CO 80211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-03 |
Branch Locations
4045 Pecos St Suite 210-15, Denver, CO 80211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rei | Denver | CO | 09/2014 | 09/2017 |
| New York Life Insurance Company | Denver | CO | 08/2017 | 04/2022 |
| Nylife Securities, Llc | Denver | CO | 10/2017 | 04/2022 |
| Citrine & Gold Llc | Denver | CO | 10/2021 | Present |
| Women's Wealth Advisor Dba Women's Wealth Boutique | Chester | NJ | 04/2022 | 10/2023 |
| The Sauna Room | Lakewood | CO | 01/2023 | Present |
[Working Earth Solutions, LLC; energy solutions consultancy that helps large businesses with services and products that reduce emissions, save energy and save money; passive investor; 311 Mapleton Ave Suite 371 Boulder, CO 80304; 0 hours per month; royalties] [Red Kite Ventures, LLC; Holding real estate property to rent out to tenants ; PO Box 12426, Denver, CO 80212; Owner; rental income; 10 hours per month; investment related; start date 09/2017] [The Jamin Fund; board member; non investment related; start date 12/2008; 3247 Country Club Pkwy Castle Pines, CO 80108; 1 hour per month;non profit set up in remembrance of Jamin Wilson in order to provide scholarships to teachers and children as well as build schools in 3rd world countries to help spread knowledge throughout the world; fundraise at specific events during the year and went on one trip to Kenya to help build a school there] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3200 Cherry Creek S Drive, Suite 700 Denver, CO 80209; Start Date 04/2021; Role/Title: Independent Contractor; Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CITRINE & GOLD LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DENVER, CO; START DATE: 10/2021] Name of outside business: The Sauna Room; Is the business investment related: No; Location of the business: 9635 W Colfax Ave STE 304 Lakewood CO 80215 USA; Description of the business: Rental to customers for the use of an infrared sauna by the half hour or hour.; Position Title: Owner; Responsibilities Duties: Cleaning of room and infrared sauna, customer services, business management.; Start date with business: 2023-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-16 |
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