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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-10 |
Branch Locations
6900 E Layton Avenue Suite 1150, Denver, CO 80237 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co, Inc. | Lone Tree | CO | 06/2011 | 01/2024 |
| Parallel Advisors, Llc | Denver | CO | 05/2025 | 01/2026 |
| Devoe & Company | San Francisco | CA | 05/2024 | 12/2024 |
| Unemployed | Littleton | CO | 02/2024 | 04/2024 |
| Unemployed | Littleton | CO | 01/2025 | 05/2025 |
| Cerity Partners Llc | New York | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-08-11 |
| S65 | Uniform Investment Adviser Law Examination | 2008-09-10 |
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