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1801 N Broadway Suite 1204, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-11 |
Branch Locations
1801 N Broadway Suite 1204, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Denver | CO | 01/2005 | 09/2016 |
| Morgan Stanley | Denver | CO | 09/2016 | 09/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2016 | 09/2018 |
| Elevate Business Solutions, Llc | Denver | CO | 10/2018 | Present |
Elevate Business Solutions LLC. CCO. Will be closing business in October 2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-24 |
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