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S Valley Hwy 8310, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-29 |
| MD | RA | APPROVED | 2025-10-29 |
| VA | RA | APPROVED | 2025-10-29 |
Branch Locations
S Valley Hwy 8310, Englewood, CO 80112 • United States
211 North Union Street Suite 100, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chrysalis4Wealth, Inc. | Alexandria | VA | 08/2014 | Present |
| Hd Vest Investment Services | Alexandria | VA | 11/2015 | 12/2017 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 03/2017 | 03/2017 |
| Hd Vest Investment Services | Oxon Hill | MD | 12/2017 | 12/2019 |
| Smart Choice | Greensboro | NC | 05/2017 | Present |
| Chrysalis Lts (Dba Liberty Tax Service) | Alexandria | VA | 11/2014 | Present |
| Chrysalis Protection And Wealth Solutions | Alexandria | VA | 08/2014 | Present |
| Hd Vest Insurance Agency, Llc | Irving | TX | 12/2017 | 12/2019 |
| First Financial Security | Deluth | GA | 11/2019 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-05-18 |
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