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115 Wilcox Street Suite 220, Castle Rock, CO 80104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-31 |
Branch Locations
115 Wilcox Street Suite 220, Castle Rock, CO 80104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teksystems | Lone Tree | CO | 10/2014 | 10/2016 |
| Unemployed | Greenwood Village | CO | 10/2016 | 01/2017 |
| United Health Care | Minnetonka | MN | 01/2017 | 10/2017 |
| Parsonex Advisory Services, Inc. | Englewood | CO | 01/2018 | 05/2019 |
| Unemployed | Greenwood Village | CO | 10/2017 | 01/2018 |
| Sigma Planning Corporation | Ann Arbor | MI | 06/2019 | 05/2024 |
| Future Capital Management | Castle Rock | CO | 05/2024 | Present |
1) ENDURANCE WEALTH PLANNING LLC; INVESTMENT RELATED; 10700 STONINGTON ST., HIGHLANDS RANCH, CO 80126; DBA NAME FOR INCOME RELATED TO INSURANCE PRODUCTION ACTIVITIES; MANAGING MEMBER; 12/2022; APPROX. 140 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-24 |
| S66 | Uniform Combined State Law Examination | 2005-10-28 |
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