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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-02 |
Branch Locations
3200 Cherry Creek South Drive Suite 310, Denver, CO 80209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2024 | 11/2024 |
| Walgreens | Denver | CO | 11/2023 | 01/2024 |
| Unemployed | Denver | CO | 06/2023 | 11/2023 |
| Apex Energy Solutions | Denver | CO | 04/2023 | 06/2023 |
| Unemployed | Glendale | CO | 11/2022 | 03/2023 |
| Balfour Senior Residences | Glendale | CO | 03/2022 | 11/2022 |
| Unemployed | Indianapolis | IN | 12/2020 | 03/2022 |
| American Pool Supply Company | Zionsville | IN | 03/2019 | 10/2019 |
| Unemployed | Indianapolis | IN | 12/2018 | 12/2020 |
| Fry's Electronics | Indianapolis | IN | 12/2016 | 12/2018 |
| Acensus | Indianapolis | IN | 04/2018 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 11/2024 | 02/2026 |
| Zales | Indianapolis | IN | 03/2016 | 07/2017 |
| Iupui | Indianapolis | IN | 06/2015 | 12/2020 |
| Indiana University Purdue University Indianapolis | Indianapolis | IN | 08/2013 | 08/2020 |
| Bank Of America, N.A. | Denver | CO | 01/2025 | 02/2026 |
| Oppenheimer & Co, Inc. | Denver | CO | 03/2026 | Present |
| Unemployed | Denver | CO | 02/2026 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
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