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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-14 |
Branch Locations
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Highlands Ranch, 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 |
|---|---|---|---|---|
| Merrill Lynch | Pennington | NJ | 09/2017 | 07/2018 |
| Unemployed | Wake Forest | NC | 10/2015 | 09/2017 |
| Ffg Retirement Counseling | Greenwood Village | CO | 07/2018 | 04/2020 |
| Smart Money Group, Llc | Centennial | CO | 08/2018 | 04/2020 |
| Motley Fool Wealth Management | Denver | CO | 11/2020 | 04/2025 |
| Compound Planning | New York | NY | 04/2025 | 07/2025 |
| Merrill Lynch | Greenwood Village | CO | 04/2020 | 11/2020 |
| Buffalo Run Tax And Financial | Kansas City | CO | 09/2025 | Present |
| Buffalo Run Wealth Advisors Llc | Highlands Ranch | CO | 02/2026 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2026 | Present |
| The Ameriflex Group | Las Vegas | NV | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-16 |
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