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18101 Von Karman Ave Suite 700, Irvine, CA 92612-1051 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
1400 16Th Street Suite 260 , Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indiana University | Bloomington | IN | 08/2016 | 05/2019 |
| First Western Trust | Denver | CO | 05/2019 | 05/2024 |
| Logia Portfolio Management Llc | Denver | CO | 05/2024 | 07/2026 |
| First Foundation Advisors | Denver | CO | 07/2026 | Present |
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