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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-04 |
| TX | RA | APPROVED | 2024-10-04 |
Branch Locations
5858 New Copeland Rd [Profit Formula], Tyler, TX 75703 • United States
201 Main St 4Th Fl [Tg-Rbo], Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Lafayette | CO | 01/2022 | 10/2023 |
| Arctic Spas Denver | Wheat Ridge | CO | 06/2020 | 12/2021 |
| Heavenly Times Hot Tubs & Billiards | Dillon | CO | 03/2019 | 05/2020 |
| Vail Ski Resorts | Vail | CO | 10/2018 | 03/2019 |
| Keystone Ski Resort | Keystone | CO | 10/2015 | 10/2018 |
| Major League Soccer | Denver | CO | 02/2018 | 10/2018 |
| Summit School District | Frisco | CO | 02/2020 | 04/2020 |
| Summit Strikers Fc | Breckenridge | CO | 02/2016 | 05/2019 |
| The Huntington Investment Company | Columbus | OH | 10/2023 | 01/2024 |
| Huntington National Bank | Lafayette | CO | 10/2023 | 01/2024 |
| Wells Fargo Clearing Services, Llc | Arvada | CO | 02/2024 | Present |
| Wells Fargo Bank, Na | Arvada | CO | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-18 |
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