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18925 Base Camp Road Suite 203, Monument, CO 80132 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | San Antonio | TX | 06/2008 | Present |
| Advisors Asset Management, Inc | Monument | CO | 08/2010 | Present |
1)Name:McAllen Radiator Service Address:104 N. 12th Street McAllen, Texas 78501 Title:Vice President start:1/10/17 Time:Typically on weekends, 2-3 days a month. Two of my Brother's and I are trustees of his trust and were made Vice Presidents. Periodically meet with property management team and office staff to evaluate/review ongoing operations. Will also include clerical duties along the way. when my Father died his trust came into play. not securities investment related. 2)Name:Crazy Mum Lady, LLC Address:8518 Driftwood Hill Title:Owner Start:11/2021 Time:20 hours a month, in season more 40+ (usually Fall) Duties:Buying supplies, designing, making and selling crafting goods and services. Â Primary focus on High School Homecoming Mums and Garters. The primary product would be centered around Homecoming Mums, supplies and classes to help others learn to make them. Â Focus customers would ideally come from area high schools via word of mouth, social media outlets, and eventually a website to shopping cart site. not securities investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-27 |
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