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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-11-30 |
Branch Locations
3610-A River Point Parkway, Sheridan, CO 80110 • United States
1931 Sheridan Blvd., Unit G-1, Edgewater, CO 80241 • United States
570 S Wadsworth Blvd, Lakewood, CO 80226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Slammers Baseball | Lakewood | CO | 09/2001 | 09/2016 |
| Lpl Financial Llc | Denver | CO | 10/2013 | 09/2016 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2016 | 11/2023 |
| Bellco Credit Union | Lakewood | CO | 10/2016 | Present |
| Osaic Institutions, Inc | Meriden | CT | 11/2023 | Present |
NAME OF THE OTHER BUSINESS:Cassidy Property Investment LLC INVESTMENT- RELATED:No ADDRESS OF THE OTHER BUSINESS:Highlands Ranch, CO 80126 YOUR POSITION OR TITLE:Investor/Partner NATURE OF THE OTHER BUSINESS:Private Business START DATE:6/1/2022 APPROXIMATE NUMBER OF HOURS/MONTH:2 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:1 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Business management, marketing, property research, potentially investy in rental properties COMPENSATION :No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-18 |
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