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1755 Telestar Dr. Ste. 300, Colorado Springs, CO 80920 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-01-10 |
Branch Locations
1755 Telestar Dr. Ste. 300, Colorado Springs, CO 80920 • 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 |
|---|---|---|---|---|
| Legacy Wealth Management, Llc | Boise | ID | 10/2016 | 07/2017 |
| Self Employed | Boise | ID | 06/2016 | 09/2016 |
| Kms Financial | Seattle | WA | 02/2020 | 04/2021 |
| Echelon Group | Boise | ID | 01/2020 | 04/2021 |
| Ran Consulting | Boise | ID | 07/2017 | 01/2020 |
| Arbor Point Advisors | Lavista | NE | 11/2020 | 04/2021 |
| H & H Retirement Design & Management, Inc | Las Vegas | NV | 04/2021 | 10/2021 |
| Investment Advisor Group | Hancock | NY | 10/2021 | 12/2022 |
| Best Life Infinity, Llc | Colorado Springs | CO | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-16 |
| S65 | Uniform Investment Adviser Law Examination | 1994-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-04 |
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