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2489 W Main Street, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED | 2025-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sageview Advisory Group, Llc | Newport Beach | CA | 01/2023 | 07/2025 |
| Education | Berwyn | PA | 08/2022 | 12/2022 |
| Ficomm Partners | Irvine | CA | 11/2020 | 08/2022 |
| Loyola University Maryland | Baltimore | MD | 08/2016 | 05/2018 |
| Casey's Ale House | Berwyn | PA | 08/2018 | 01/2019 |
| University Of Colorado | Boulder | CO | 02/2019 | 05/2020 |
| Bartaco | Boulder | CO | 01/2020 | 04/2020 |
| Intern | Philadelphia | PA | 06/2020 | 08/2020 |
| Summitpoint Capital Management | Denver | CO | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-08 |
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