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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
1333 W. 120Th Ave. Suite 101, Westminister, CO 80234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Westminster | CO | 10/2022 | Present |
| World Financial Group, Inc. | Westminster | CO | 11/2021 | Present |
| Ondrish And Associates, P.C. | Denver | CO | 07/2005 | 10/2023 |
| Alas Financial Corporation | Thornton | CO | 12/2021 | Present |
| Crimson Resource Management Corp | Denver | CO | 04/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. CRIMSON RESOURCE MANAGEMENT CORP \ POSITION: Senior Revenue Accountant NATURE: Oil & Gas Company INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 04/16/2024 ADDRESS: 410 17th Street, Suite 1010, Denver CO 80202 \ DESCRIPTION: Processing, analyzing and recording oil & gas volume data; Recording oil & gas revenue receipts and distributing payments to interest owners; Maintaining company well databases.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-26 |
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