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1705 17Th Street Suite 100, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
1705 17Th Street Suite 100, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Nashville | TN | 08/2023 | 05/2024 |
| Syntrinsic Llc | San Diego | CA | 06/2024 | Present |
| Unemployed | Clarksville | TN | 05/2023 | 07/2023 |
| Kid'S Place Inc. | Knoxville | TN | 08/2021 | 05/2023 |
| Unemployed | Clarksville | TN | 03/2021 | 07/2021 |
| Chili'S | Knoxville | TN | 01/2021 | 04/2021 |
| Full-Time Education | Clarksville | TN | 08/2015 | 05/2019 |
| Full-Time Education | Knoxville | TN | 08/2019 | 05/2023 |
| Ima Advisory Services | Denver | CO | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-13 |
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