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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 |
| TX | RA | APPROVED | 2024-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Frederick | CO | 07/2003 | Present |
| Bni - Business Network International | Colorado Springs | CO | 04/2011 | 12/2016 |
| Transamerica Financial Advisors, Inc | Frederick | CO | 01/2012 | Present |
| Women'S Development Council | Windsor | CO | 03/2015 | 12/2019 |
| Strategic Wealth Holdings Inc | Firestone | CO | 12/2014 | Present |
| Carbon Valley Help Center | Firestone | CO | 01/2018 | 09/2020 |
| Economic Literacy Colorado (A Dba Of Colorado Council For Eco Ed | Denver | CO | 01/2021 | 10/2024 |
| Economic Literacy Colorado | Denver | CO | 01/2021 | 10/2024 |
| Pray & Move, Llc | Firestone | CO | 02/2023 | 09/2024 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors STRATEGIC WEALTH HOLDINGS, INC POSITION: Vice President & CFO NATURE: Currently a pass-through entitiy INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2014 ADDRESS: 9079 Ferncrest Street, Firestone CO 80504, United States DESCRIPTION: Our branch office, 1333 W. 120th Street, Suite 101, Westminster, CO 80234 is leased in the name of Strategic Wealth Holdings, Inc. I am requesting permission to rent out the conference room in our office to local attorneys (& court reporters). The attorneys &/or court reporters would rent the conference room for $35/hr for either virtual or in-person depositions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-30 |
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