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2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-12 |
Branch Locations
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
12000 N Pecos St, Ste 290, Westminster, CO 80234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loveland Volleyball Club | Loveland | CO | 10/2021 | 05/2022 |
| Ugg | Thorton | CO | 05/2023 | 08/2023 |
| Rbc Wealth Management | Fort Collins | CO | 06/2024 | 05/2025 |
| Colorado State University | Fort Collins | CO | 08/2021 | 05/2025 |
| Sunbelt Securities Inc | Houston | TX | 09/2025 | Present |
| Zion Lutheran School | Brighton | CO | 09/2015 | 08/2017 |
| Prospect Ridge Academy High School | Broomfield | CO | 08/2017 | 08/2021 |
| Unemployed | Brighton | CO | 06/2025 | 08/2025 |
Innovative Financial Partners LLC (DBA): Investment related. 12000 N Pecos St, Ste 290, Westminster, CO 80234. DBA, Doing Business As. Advisor Assistant. DBA. Start: 09/02/2025. 40 hours a week, during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-12 |
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