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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-06 |
Branch Locations
Highlands Ranch, CO • United States
102 S. Tejon Ste 1100, Colorado Springs, CO 80903 • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ecogreen Lawn Services | Highlands Ranch | CO | 06/2014 | Present |
| Broadnet Teleservices | Highlands Ranch | CO | 08/2021 | 06/2022 |
| Advantage Futures, Merrill Edge, Etrade | Chicago | IL | 01/2019 | 09/2023 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 08/2023 | 08/2023 |
| Raymond James Financial Services Advisors, Inc. | Colorado Springs | CO | 09/2023 | 09/2025 |
| True Harvest Wealth Management | Colorado Springs | CO | 09/2023 | 09/2025 |
| Savvy | Colorado Springs | CO | 09/2025 | Present |
(1) Name of Business: EcoGreen Lawn Services Address: 1460 Meyerwood Circle, Highlands Ranch, CO, 80129, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/01/2015 Hours per month devoted to this business: 6-10. Hours per month devoted to this business during trading hours: 0. Description of duties: Owner of small landscaping company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-20 |
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