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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| CO | RA | APPROVED | 2024-11-14 |
Branch Locations
6400 S Fiddlers Green Cir, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Minneapolis | MN | 10/2023 | 10/2024 |
| Firstbank Holding Co | Denver | CO | 06/2023 | 07/2023 |
| Jefferson County | Golden | CO | 01/2023 | 05/2023 |
| Regis University | Denver | CO | 09/2022 | 12/2023 |
| Trace3 | Denver | CO | 05/2022 | 08/2022 |
| Regis University | Denver | CO | 01/2022 | 04/2022 |
| Regis University | Denver | CO | 08/2021 | 12/2021 |
| Firstbank Holding Co | Denver | CO | 01/2021 | 08/2021 |
| Firstbank Holding Co | Denver | CO | 08/2020 | 12/2020 |
| Eastern Washington University | Cheney | WA | 09/2014 | 06/2020 |
| Thrivent Financial | Appleton | WI | 01/2024 | 09/2024 |
| Thrivent Financial | Appleton | WI | 09/2024 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 10/2024 | Present |
| Bank Of America, N.A. | Greenwood Village | CO | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-16 |
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