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Current Employers
Colorado Financial Service Corporation

188 Inverness Drive West Ste 100, Centennial, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-29
  • CA RA
    APPROVED
    Since 2025-08-29

Branch Locations

26050 Acero #304, Misson Viejo, CA 92691 • United States

Wildomar, CA • United States

188 Inverness Drive West Suite 100, Centennial, CO 80112 • US

188 Inverness Drive West Ste 100, Centennial, CO 80112 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Tradingblock Dba Moneyblock Chicago IL 01/2016 12/2022
Stirlingshire Investments Ny NY 01/2023 08/2025
Colorado Financial Service Corporation Centennial CO 08/2025 Present
Previous Registrations
Other Businesses

1. Matrix Equity Capital - This is a DBA for branding purposes-Investment related (all business will run through CFSC), 26050 Acero, Suite 304, Mission Viejo, CA 92691, Owner of DBA, Start Date 09/2025,

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-10
S63 Uniform Securities Agent State Law Examination 1997-05-09
  • S65 Uniform Investment Adviser Law Examination
    2024-05-10
  • S63 Uniform Securities Agent State Law Examination
    1997-05-09

View on SEC IAPD

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