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600 Grant St. Ste. 450, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-18 |
| CO | RA | APPROVED | 2024-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Golden | CO | 08/2013 | 06/2017 |
| University Of San Diego | San Diego | CA | 09/2017 | 05/2021 |
| Tickets For Less Llc | Kansas City | MO | 06/2021 | 04/2023 |
| Schaefer Financial Management | Centennial | CO | 04/2023 | 11/2023 |
| Capital Investment Counsel, Llc | Denver | CO | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-24 |
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