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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-26 |
| AZ | RA | APPROVED | 2025-09-09 |
| CO | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
4000 Legato Road 8Th Floor , Fairfax , VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empower | Greenwood Village | CO | 02/2024 | 09/2025 |
| Unemployed | Broomfield | CO | 10/2023 | 02/2024 |
| Ge Johnson Construction Company | Colorado Springs | CO | 09/2022 | 10/2023 |
| Big-D Construction | Salt Lake City | UT | 03/2021 | 09/2022 |
| Mark Young Construction | Frederick | CO | 03/2020 | 03/2021 |
| Dalco Industries Inc | Denver | CO | 01/2019 | 04/2019 |
| Kiewit Building Group | Denver | CO | 04/2019 | 12/2019 |
| Vertix Builders | Frederick | CO | 01/2018 | 08/2018 |
| University Of Colorado - Boulder | Boulder | CO | 08/2014 | 01/2018 |
| University Of Colorado - Boulder | Boulder | CO | 08/2018 | 01/2019 |
| Unemployed | Arvada | CO | 12/2019 | 03/2020 |
| Edelman Financial Engines | Santa Clara | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-26 |
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