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Castle Rock, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-31 |
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 |
|---|---|---|---|---|
| Unemployed | Castle Rock | CO | 01/2018 | 06/2018 |
| Lincoln Financial / Sagemark | Denver | CO | 09/2007 | 01/2018 |
| Cedrus, Llc | Littleton | CO | 07/2018 | 04/2019 |
| Axa Advisors, Llc | New York | NY | 05/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2019 | 05/2021 |
| Cedrus, Llc | Littleton | CO | 06/2021 | 06/2023 |
| Jd Hagar Financial, Llc | Castle Rock | CO | 11/2023 | Present |
| Unemployed | Castle Rock | CO | 07/2023 | 11/2023 |
ED HAGGAR FAMILY FOUNDATION, 4099 MCEWEN STREET, SUITE #308 DALLAS, TX 75244; NOT INVESTMENT RELATED. BOARD MEMBER OF ED HAGGAR FAMILY FOUNDATION. A NON-PROFIT THAT GIVES MONEY TO OTHER ORGANIZATIONS SUCH AS ST. JUDE CARE, RED CROSS, ETC. ASSISTS IN DECIDING WHICH ORGANIZATIONS ARE IN NEED OF MONEY AND HELPS GET THE MONEY TO THEM; START DATE 06/01/1985; APPROX. 2 HRS SPENT PER MONTH; NO COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-27 |
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