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11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-09 |
Branch Locations
319 Main Ave, Flagler, CO 80815 • United States
11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest | Lamar | CO | 10/2004 | 05/2018 |
| Cash Tracks Financial Inc | Flagler | CO | 01/2008 | Present |
| Archer Investment Corporation | Carmel | IN | 05/2018 | Present |
The State Life Insurance Company~'NIR'~117 W Beech St~Lamar~CO~81052~Independent Insurance Agent~Insurance Sales Agent~1/1/2008~5hrs~0hrs~Presenting fixed annuities that include long term care coverage to clients on an as needed basis|Lamar Congregation of Jehovah's Witnessses~'NIR'~1701 S 8th St., P O Box 687~Lamar~CO~81052~Nonprofit~Director/Officer~6/2/2017~20hrs~0hrs~Assist other directors in teaching the congregation.|Young Living Essential Oils~'NIR'~809 S 3rd St~Lamar~CO~81052~Other~Other~10/1/2004~2hrs~0hrs~other=dietary supplements/ind. contractorYoung Living Essential Oils a|Cash Tracks Financial Inc.~'NIR'~319 Main Ave, Flagler, CO 80815~Tax Preparation/Accounting~President~1/1/2008~140hrs~140hrs~Run the business, insurance, income tax, accounting, and payroll|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-13 |
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