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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED_RES | 2025-08-14 |
| VT | RA | APPROVED | 2025-08-14 |
| CO | RA | APPROVED | 2023-10-20 |
Branch Locations
720 South Colorado Boulevard Suite 1100, Glendale, CO 80246 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Advisers Llc | Denver | CO | 04/2016 | 06/2017 |
| Raymond James Financial Services, Inc | Denver | CO | 06/2017 | 07/2022 |
| Raymond James Financial Services Advisors Inc. | Denver | CO | 06/2017 | 07/2022 |
| Great Western Investments And Insurance | Denver | CO | 06/2017 | 07/2022 |
| First Interstate Bank | Denver | CO | 07/2022 | 10/2023 |
| Lpl Financial Corporation | Denver | CO | 07/2022 | 10/2023 |
| Cetera Investment Services Llc | Denver | CO | 04/2016 | 06/2017 |
| Tiaa | Denver | CO | 10/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-10 |
| S65 | Uniform Investment Adviser Law Examination | 1999-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-08 |
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