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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-10 |
Branch Locations
1910 Vindicator Drive Suite 104, Colorado Springs, CO 80919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morningstar | Chicago | IL | 10/2007 | 04/2017 |
| Devbridge Group | Chicago | IL | 04/2017 | 09/2019 |
| Empower Retirement | Greenwood Village | CO | 11/2019 | 04/2022 |
| S&P Global | Boulder | CO | 04/2022 | 02/2024 |
| Unemployed | Golden | CO | 02/2024 | 12/2024 |
| Tandem Wealth Advisors | Phoenix | AZ | 01/2025 | 05/2025 |
| Osaic Advisory Services | Atlanta | GA | 01/2026 | Present |
| Unemployed | Golden | CO | 06/2025 | 12/2025 |
| Osaic Wealth | Scottsdale | AZ | 01/2026 | Present |
1. GROWTH PARTNERSHIP LLC POSITION: Relationship Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 112 START DATE: 01/07/2026 ADDRESS: 1910 Vindicator Drive, Suite 104, Colorado Springs CO 80919, United States DESCRIPTION: W2 employee of Growth Partnership; dba Life Well Lived Financial Group 2. LIFE WELL LIVED FINANCIAL GROUP POSITION: Relationship Manager NATURE: Registered Trademark Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 112 START DATE: 01/07/2026 ADDRESS: 1910 Vindicator Drive, Suite 104, Colorado Springs CO 80919, United States DESCRIPTION: 75% advisor training and advisor training programs, license certifications, 25% administrative & operational support.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 2024-12-31 |
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