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First Affirmative Financial Network LLC CRD 109036
$905M regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5475 Mark Dabling Boulevard Suite 320, Colorado Springs, CO 80918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2007-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Affirmative Financial Network, Llc | Colorado Springs | CO | 07/2007 | Present |
| Ameritax Professionals, Inc. | Fairhaven | MA | 01/2009 | Present |
LICENSED INDEPENDENT INSURANCE AGENT; LICENSED TO SELL INSURANCE PRODUCTS THROUGH VARIOUS COMPANIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-15 |
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