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5600 S. Quebec St. Suite 130B, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-20 |
Branch Locations
5600 S. Quebec St. Suite 130B, Greenwood Village, CO 80111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Financial Designs Inc | Kokomo | IN | 02/2013 | 03/2024 |
| Faith Investment Services Of Ohio, Llc | Bluffton | OH | 10/2003 | 02/2023 |
| Wealthbuilders Investments | Englewood | CO | 04/2024 | Present |
INSURANCE LICENSED LIFE AND HEALTH PERSONAL REAL ESTATE INVESTING OWNER BUYING RESIDENTIAL OR SMALL BUSINESS BUILDINGS FOR RESALE OR LEASE SINCE 01/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-30 |
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