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3300 Pga Boulevard Ste 570, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-24 |
| FL | RA | APPROVED | 2025-02-24 |
Branch Locations
3300 Pga Boulevard Ste 570, Palm Beach Gardens, FL 33410 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | San Francisco | CA | 10/2014 | 12/2017 |
| Strategies Capital Management | Denver | CO | 01/2018 | 04/2020 |
| Advisory Consulting Group Llc | Denver | CO | 01/2018 | 02/2018 |
| Prism Financial Strategies | Denver | CO | 04/2020 | 12/2023 |
| Integrated Wealth Concepts Llc | Waltham | MA | 05/2023 | 01/2024 |
| Divergent Capital Asset Management Llc | Denver | CO | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-06 |
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