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S Valley Hwy 8310, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-07 |
Branch Locations
S Valley Hwy 8310, Englewood, CO 80112 • United States
Lorain, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 09/2020 | 10/2020 |
| Gsellman Financial Services | Medina | OH | 01/2010 | 08/2022 |
| Cla Usa Advisory Group, Llc | Frisco | TX | 11/2020 | 04/2022 |
| Iams Wealth Management | Omaha | NE | 07/2022 | 12/2024 |
| Terrace Growth Investment Financial Services | Akron | OH | 08/2022 | Present |
| Wealth Watch Advisors | Lorain | OH | 05/2025 | Present |
1) FARMING/AGRICULTURAL ALPACA OWNER/BREEDER, FROM 12/1995 TO PRESENT SHARE RESPONSIBILITIES WITH OTHER FAMILY MEMBERS. APPROXIMATELY, 15 HOURS PER WEEK ON REGULAR FARM MAINTENANCE. ATTEND SHOWS ON FEW WEEKENDS PER YEAR. OCCASIONALLY TRANSPORT ANIMALS. 2) TERRACE GROWTH INVESTMENT FINANCIAL SERVICES; INDEPENDENT INSURANCE AGENT; Akron, OH; LIFE INSURANCE, ANNUTIES, HEALTH, LONG-TERM CARE; 01/2010; 80 HR PER MONTH; 35 OF WHICH ARE DURING SECUTIES TRADING HOURS. 3) OUTSOURCED ESTATE PLANNING SOFTWARE SERVICES THROUGH LEGACY LOCK; 10/2023; 10 HOURS/MONTH WITH APPROX. 5 HOURS DUIRNG TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-11-19 |
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