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2 Corporate Drive Suite 770, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-12 |
| CT | RA | APPROVED | 2026-05-11 |
| TN | RA | APPROVED | 2026-05-11 |
Branch Locations
2 Corporate Drive Suite 770, Shelton, CT 06484 • United States
Centennial, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
Centennial, CO • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Lone Tree | CO | 09/2005 | 01/2017 |
| Charles Schwab Bank | Lone Tree | CO | 03/2007 | 12/2016 |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 12/2016 | 01/2017 |
| Visionary Planning & Investment, Llc | Centennial | CO | 02/2017 | Present |
| Reliable Automatic Sprinkler | Aurora | CO | 08/2017 | 07/2025 |
| Grandview High School | Aurora | CO | 02/2014 | 05/2025 |
| Rocky Mtn Express | Denver | CO | 07/2017 | 07/2025 |
| Wright Private Asset Management Llc | Shelton | CT | 05/2026 | Present |
(1) JULY 2025-PRESENT: PANTHER TRAX DELIVERY/NOT INVESTMENT RELATED/INVOLVES 10% TIME EACH MONTH AFTER BUSINESS HOURS. (2) VISIONARY PLANNING & INVESTMENT, LLC; president/owner; RIA firm; investment related; start date: 02/2017; Christian investing; 0 hours per month (3) Weigels ;CDL commercial delivery driver; not investment related; 48 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-06 |
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