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2565 West Maple Rd, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-28 |
Branch Locations
4845 Pearl East Circle Suite 101, Boulder, CO 80301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boulder | CO | 06/2008 | 10/2021 |
| Wells Fargo Clearing Services, Llc | Boulder | CO | 11/2016 | 10/2021 |
| Rfg Advisory, Llc | Boulder | CO | 10/2021 | 04/2024 |
| Secure Asset Management, L.L.C. | Boulder | CO | 03/2024 | Present |
| Aurora Securities Inc. | Boulder | CO | 09/2024 | Present |
| Secure Investors Group | Boulder | CO | 03/2024 | Present |
1) Secure Investors Group; Life Insurance; Investment-Related; Agent; Start Date 9/2024. 2) BlueBird Advisory; Investment-Related; DBA for Insurance and Securities Business; Owner and Founder 4) Secure Asset Management, LLC; Investment Related; Colorado, Investment Advisor Representative; Start Date 9/2024 5) Aurora Securities Inc., Investment Related; Colorado, Registered Representative; Start Date 9/2024.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-09 |
| S66 | Uniform Combined State Law Examination | 2002-04-15 |
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