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4860 Cr-73 Suite A, Evergreen, CO 80439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Service, Inc. | New York | NY | 11/2001 | 03/2017 |
| Mml Investors Services, Llc | New York | NY | 03/2017 | 05/2019 |
| Kovack Securities | Fort Lauderdale | FL | 07/2021 | 07/2021 |
| Sohum Financial Planning Llc | Evergreen | CO | 06/2019 | Present |
| Sohum Mountain Ranch Llc | Conifer | CO | 03/2019 | Present |
| Sohum Global Foundation Inc. | Bailey | CO | 07/2019 | 02/2024 |
| Mml Investors Services, Llc | New York | NY | 05/2017 | 05/2019 |
| Dmk Advisor Group, Inc. | Lakewood | CO | 10/2019 | 06/2021 |
| Pinnacle Group | Bailey | CO | 05/2019 | 12/2025 |
| Innovation Partners Llc | Charlotte | NC | 03/2023 | 12/2025 |
| Mrw Financial Brokerage General Agency | Evergreen | CO | 04/2023 | Present |
| Financial Independence Group, Inc. | Evergreen | CO | 11/2025 | Present |
| Crump General Agencies | Evergreen | CO | 05/2019 | Present |
1. Financial Independence Group, Inc.; Yes; Evergreen, CO; Independent Insurance Agent; 11/2025; 10% of total time 2. Crump General Agencies; Yes; Evergreen, CO; Independent Insurance Agent; 05/2019; 10% of total time 3. MRW Financial Brokerage General Agency; Yes; Evergreen, CO; Independent Insurance Agent; 04/2023; 10% of total time 2. Sohum Mountain Ranch LLC; No; Conifer, CO; Owner/CEO. 03/2019; 2/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-05 |
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