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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| PA | RA | APPROVED | 2024-08-07 |
Branch Locations
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Denver | CO | 12/2014 | 12/2019 |
| Mml Investor Services Llc | Denver | CO | 12/2014 | 12/2019 |
| Ratio Wealth Group Llc | Denver | CO | 12/2019 | Present |
| The Leaders Group, Inc. | Littleton | CO | 08/2020 | 04/2021 |
| Roberts Stephens | San Francisco | CA | 07/2024 | Present |
| Ratio Wealth Group Llc | Denver | CO | 12/2019 | 08/2024 |
1) Ratio Wealth Group LLC, Independent Licensed Insurance Agent, 12/2019 - Present; 5% of my time devoted to this business/5% during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-18 |
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