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2535 S Lewis Way Suite 201, Lakewood, CO 80227-6551 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2010-05-11 |
Branch Locations
2535 S Lewis Way Suite 201, Lakewood, CO 80227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Security Management, Inc | Lakewood | CO | 10/2008 | Present |
| National Planning Corporation | Santa Monica | CA | 10/2008 | 11/2017 |
1) JORDAN AIGAIL HUANG DISABILITY TRUST - YES - 2765 S. ADAMS STREET DENVER, CO -CO TRUSTEE - 01/20/2012 - 1 TO 2/1 HRS A MONTH 2) Prepares tax returns, compensated directly by clients for all such services. Approx 25% of his time will be spent providing these tax services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-23 |
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