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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-27 |
| TX | RA | APPROVED | 2025-06-27 |
Branch Locations
145 N College Ave Suite Q, Fort Collins, CO 80524 • United States
5299 Dtcc Blvd, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Longmont | CO | 03/2014 | 12/2018 |
| Thrivent Financial | Appleton | WI | 03/2014 | 12/2018 |
| Pruco Securiteis, Llc | Greenwood Village | CO | 01/2019 | 04/2024 |
| The Prudential Insurance Company Of America | Greenwood Village | CO | 01/2019 | 04/2024 |
| Osaic | Greenwood Village | CT | 04/2024 | 06/2025 |
| The Ameriflex Group | Las Vegas | NV | 04/2024 | 06/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2025 | Present |
| Cetera Investment Advisers Llc | Greenwood Village | CO | 06/2025 | Present |
1. SELF-DEFENSE SOLUTIONS LLC, EMS - SAFETY CONSULTING, EDUCATION, SEMINARS, 100% OWNER, 1/HR/WK 2. CORDIUM WAELTH MANAGEMENT LLC, ACCOUNTING AND TAX PURPOSES, 100% OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-30 |
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