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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-30 |
Branch Locations
One Orange Way, Windsor, CT 06095 • United States
Denver, CO • 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 |
|---|---|---|---|---|
| The Leaders Group Inc | Littleton | CO | 06/2012 | 11/2018 |
| Advisors Design Center Inc | Denver | CO | 04/2012 | 11/2018 |
| Mesirow Financial, Inc. | Denver | CO | 11/2018 | 01/2021 |
| Cliftonlarsonallen Wealth Advisors, Llc | Greenwood Village | CO | 01/2021 | 03/2024 |
| Voya Financial | Denver | CO | 04/2024 | Present |
| Voya Financial Partners, Llc | Denver | CO | 04/2024 | Present |
American Retirement Association; Not investment related; 4401 Fairfax Drive Suite 600 Arlington, VA 22203; Committee Member; 05/01/2025; 8 hour per month; 4 hours per month during trading hours; The committee is exploring opportunities to improve the understanding and governance of PEPs in an effort to increase participation in retirement plans across the US.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-22 |
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