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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-31 |
| OH | RA | APPROVED | 2025-11-19 |
| FL | RA | APPROVED | 2025-02-25 |
| NE | RA | APPROVED | 2024-12-11 |
| AZ | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED | 2024-10-31 |
| CO | RA | APPROVED | 2024-08-29 |
Branch Locations
6455 South Yosemite Street Suite 425, Greenwood Village, CO 80111 • United States
4700 S College Ave Suite 8, Fort Collins, CO 80525 • United States
Fort Collins, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cherokee Nation Technologies | Fort Collins | CO | 06/2012 | 04/2022 |
| Retired | Fort Collins | CO | 04/2022 | 05/2024 |
| Guardian Life Insurance Company | Fort Collins | CO | 06/2024 | Present |
| Park Avenue Securities | Fort Collins | CO | 07/2024 | Present |
1. Name: Rental Property - 3004 Southmoor Court Start Date: 04/20/2003 Address: 3004 southmoor ct fort collins co, 80525 1 total hours per month 0 during securities trading hours Investment related Less than 10% annual compensation 2. Name: Baker Start date: 01/01/2020 Address: 4309 MAIN ST TIMNATH, CO 80547 2 total hours per month 2 during securities trading hours Not investment related Less than 10% annual compensation 3. Name: Financial Review Board Start date: 03/12/2017 Address: 1601 W. Drake Rd. Fort Collins, CO. 80526 2 total hours per month 1 during securities trading hours Not investment related 4. Name: Small Group Leader Start Date: 08/01/2000 Address: 1601 W. Drake Rd. Fort Collins, CO. 80526 2 total hours per month 0 during securities trading hours Not Investment related 5. Name: Rental Property - 503 S Whitcomb St Start date: 04/20/2003 Address: 503 S Whitcomb St, Fort Collins, CO , 80521 1 total hours per month 0 during securities trading hours Investment related Less than 10% annual compensation 6. Executor of Mother's Will' Start Date: 4/4/2019 Address: Fort Collins, CO 0 hours/mo Not investment related 7. Executor of Step Father's Will Start Date: 5/6/2024 Address: Fort Collins, CO 0 hours/mo Not investment related 8. Insurance Products outside of Guardian, Start Date: 11/4/2025, Nature: Selling insurance other than Guardian, Address: 315 W. Oak St. Suite 700, Fort Collins, CO 80521, Duties: Independent Contractor/Broker, 2 total hours per month; 2 during securities trading hours, Investment Related, 9. Mountain Coast Wealth Group, LLC, Start Date: 3/2/2026, Nature: LLC established for structuring of Business Processes (payroll for future employees), Address: 3533 Green Spring Dr, Fort Collins, CO 80528, Duties: Owner, 7 total hours per month; 5 during securities trading hours, Not Investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-26 |
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