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9380 Station Street, Suite 535, Lone Tree, CO 80124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-24 |
| TX | RA | APPROVED_RES | 2023-02-09 |
| CO | RA | APPROVED | 2022-10-10 |
Branch Locations
9380 Station Street, Suite 535, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial | Ann Arbor | MI | 02/2015 | 10/2022 |
| Tier One Wealth Management | Lone Tree | CO | 10/2022 | Present |
1. FIRST SOURCE TAX LLC DBA Tier One Tax; OWNER - PROVIDING TAX PREP SERVICES. APPROX. 20 HRS/MO, NONE DURING MARKET HOURS. START DATE: JAN 2014. 2. First Source Financial Services LLC dba Jett & Associates. Set up for payment of business expenses. Start date: 10/8/15. 3. INDEPENDENT SALES AGENT WITH VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-18 |
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