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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-10 |
| CO | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
14 West Dry Creek Circle, Littleton, CO 80120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial | San Ramon | CA | 03/2003 | 01/2024 |
| Osaic Wealth, Inc. | Littleton | CO | 01/2024 | Present |
1) DBA ALPINE PLANNING GROUP; NONINV RELATED; 14 WEST DRY CREEK CIRCLE, LITTLETON CO 80120; FINANCIAL PLANNING; FINANCIAL ADVISOR; START 07/01/2010; ACT AS FINANCIAL ADVISOR FOR CLIENTS. 2) ALPINE PLANNING GROUP POSITION: Registered rep/IAR NATURE: Alpine Planning Group is our DBA and the brand we use for our office. We are rr's for OSAIC wealth. We offer securities, investment advisory services, insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2009 ADDRESS: 14 west dry creek circle, littleton CO 80120, United States DESCRIPTION: Meeting with clients, listening to financial goals, making recommendations about investments and financial planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-15 |
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