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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED | 2026-03-20 |
Branch Locations
280 Summer Street, 9Th Floor, Boston, MA 02210 • United States
Grand Junction, CO • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Junction | CO | 10/2017 | 03/2026 |
| Unemployed | Grand Junction | CO | 07/2017 | 10/2017 |
| Home Loan State Bank | Grand Junction | CO | 03/2015 | 06/2017 |
| Colorado Mesa University | Grand Junction | CO | 01/2015 | 05/2017 |
| Bank Of America, N.A. | Grand Junction | CO | 03/2018 | 03/2026 |
| &Partners | Nashville | TN | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-18 |
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