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822 N A1A Highway Suite 310, Ponte Vedra Beach, FL 32082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-14 |
Branch Locations
822 N A1A Highway Suite 310, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Institute For Wealth Management, Llc | Denver | CO | 09/2016 | 10/2017 |
| Ewealth Consulting, Llc | Denver | CO | 11/2009 | 10/2016 |
| Certified Planning Services, Llc | Denver | CO | 10/2017 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2)COLORADO MOUNTAIN COLLEGE 150 MILLER RANCH RD. EDWARDS, CO, SINCE 8/2013 AS ADJUNCT FACULTY INSTRUCTOR; NIR - DEVOTES 10 HR/WK. NONE DURING TRADING. 3)METROPOLITAN STATE UNIVERSITY, 890 AURARIA PKWY, DENVER, CO, SINCE 1/2015 AS AFFILIATE FACULTY INSTRUCTOR. NIR - DEVOTES 2 HR/WK - NONE DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-01 |
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