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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-25 |
Branch Locations
6760 Corporate Drive Suite 100, Room 106, Colorado Springs, CO 80919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Colorado Springs | CO | 09/2017 | 09/2018 |
| Unemployed | Colorado Springs | CO | 06/2017 | 09/2017 |
| Whole Foods Market | Colorado Springs | CO | 05/2014 | 06/2017 |
| T. Rowe Price | Colorado Springs | CO | 06/2024 | 01/2025 |
| Everence, Everence Trust Company, Everence Foundation, Everence | Denver | CO | 02/2025 | Present |
| Unemployed | Colorado Springs | CO | 01/2025 | 02/2025 |
| T. Rowe Price | Colorado Springs | CO | 09/2018 | 08/2019 |
| T. Rowe Price | Colorado Springs | CO | 08/2019 | 05/2022 |
| T. Rowe Price | Colorado Springs | CO | 05/2022 | 07/2023 |
| T. Rowe Price | Colorado Springs | CO | 07/2023 | 06/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2025 | Present |
1. NAME OF OTHER BUSINESS: EVERENCE, EVERENCE TRUST COMPANY, EVERENCE FOUNDATION, EVERENCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL CONSULTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE INVESTMENT AND FINANCIAL PLANNING SERVICES THROUGH EVERENCE TRUST COMPANY AND OTHER EVERENCE ENTITIES, AND CHARITABLE PLANNING SERVICES THROUGH EVERENCE FOUNDATION. 2. NAME OF OTHER BUSINESS: MOUNTAIN STATES MENNONITE CONFERENCE YOUTH COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: 4625 RANCH DR, COLORADO SPRINGS, CO 80918; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: YOUTH COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MEET QUARTERLY OR AS NEEDED TO COORDINATE AND PROMOTE MOUNTAIN STATEMENTS MENNONITE CONFERENCE YOUTH EVENTS; NAME OF OTHER BUSINESS: BETH-EL MENNONITE CHURCH INVESTMENT RELATED: NO ADDRESS: 4625 RANCH DR., COLORADO SPRINGS CO 80918 NATURE OF BUSINESS: BOARD START DATE: 1/24/26 POSITION/TITLE/RELATIONSHIP: LEADERSHIP TEAM MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY MEETINGS AND MAKE DECISIONS FOR CONGREGATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-07 |
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