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736 Whalers Way Suite G100, Fort Collins, CO 80525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-09-10 |
Branch Locations
736 Whalers Way Suite G100, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | Greenwood Village | CO | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 01/2012 | 09/2020 |
| Shift Holdings, Llc | Broomfield | CO | 08/2012 | Present |
| Bank Of England | Denver | CO | 10/2014 | 12/2016 |
| Academy Bank Na | Denver | CO | 01/2016 | 12/2016 |
| Extraction Oil & Gas Llc | Denver | CO | 11/2018 | Present |
| Growstrong Wealth Strategies, Llc | Loveland | CO | 09/2020 | Present |
| Growstrong Wealth Strategies, Llc | Loveland | CO | 12/2021 | Present |
Independent Insurance Agent; Investment Related; Broomfield, CO; Insurance Agent/Associate; Sales of insurance products, start 06/2001; approximately 1 hour per month spent in this practice; 1% of time spent in this business. Extraction Oil & Gas LLC; No; 11/01/2018; 370 17th St. Suite 5300 Denver CO 80202; Mineral Exploration; Lessor; 0 hrs/month; 0 during sec. trading; No duties approved with restrictions Shift Holdings, LLC; no; 853 Broadlands Lane Broomfield CO 80023; Member; 8/17/2012; This is a pass-through entity; Monitoring income & expenses; 4 hrs/weekly
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-11 |
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