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1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
333 Bush Street Suite 1410, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broomfield High School | Broomfield | CO | 08/2016 | 05/2020 |
| Holman Automotive | Broomfield | CO | 08/2019 | 06/2020 |
| University Of Washington | Seattle | WA | 08/2020 | 01/2022 |
| University Of Colorado | Boulder | CO | 01/2022 | 05/2024 |
| Leeds School Of Business, University Of Colorado | Boulder | CO | 01/2023 | 05/2024 |
| Quadriga Partners | Denver | CO | 06/2023 | 08/2023 |
| Empiricial Wealth Management | San Francisco | CA | 07/2024 | Present |
| Colorado National Golf Club | Erie | CO | 03/2018 | 08/2018 |
| Waterway Car Wash | Broomfield | CO | 10/2018 | 01/2019 |
| Metrotech Automotive | Broomfield | CO | 01/2019 | 08/2019 |
| Metrotech Automotive | Broomfield | CO | 06/2021 | 09/2021 |
| Holman Automotive | Broomfield | CO | 06/2022 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-28 |
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