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140 N. 8Th Street 410 The Apothecary, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-08 |
| NE | RA | APPROVED | 2024-10-08 |
| WA | RA | APPROVED | 2024-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Consulting & Asset Management | Lincoln | NE | 11/2023 | Present |
| Colorado Mountain College | Dillon | CO | 06/2014 | Present |
| College For Financial Planning | Centennial | CO | 10/2021 | 09/2023 |
| Early Childhood Options | Dillon | CO | 11/2018 | 07/2021 |
| Early Childhood Options | Dillon | CO | 05/2014 | 10/2018 |
Part time Professor for Colorado Mountain College. Non-investment related. 333 Fiedler Avenue, Dillon, CO 80435. Teach English (ELL) to Spanish speaking students. Started in June 2014 to present. Approximately 45 hours per month but no hours devoted during security trading hours.
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