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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-30 |
| TX | RA | APPROVED | 2024-04-30 |
Branch Locations
124 North 6Th Street, Grand Junction, CO 81501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Arvada | CO | 08/2003 | 04/2024 |
| Nylife Securities Inc. | Arvada | CO | 10/2003 | 04/2024 |
| Eagle Strategies Llc | Grand Junction | CO | 01/2016 | 04/2024 |
| High Point Financial Group, Llc | Gand Junction | CO | 10/2018 | 04/2024 |
| Osaic Wealth, Inc. | Grand Junction | CO | 04/2024 | Present |
| Crestone Wealth Advisors, Llc | Grand Junction | CO | 04/2024 | Present |
1. INSURANCE BROKER POSITION: Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/15/2006 ADDRESS: 124 N. 6th Street, Grand Junction CO 81501, United States DESCRIPTION: brokering insurance products & sales 2. FK, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2018 ADDRESS: 124 N. 6th Street, Grand Junction CO 81501, United States DESCRIPTION: Member of LLC that is used to pay bills, run payroll for office related expenses 3. FELDHAUS FINANCIAL SERVICES, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2024 ADDRESS: 124 North 6th Street, Grand Junction CO 81501, United States DESCRIPTION: Run personal payroll and expenses 4. FK, LLC DBA: CRESTONE WEALTH ADVISORS POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2018 ADDRESS: 124 N. 6th Street, Grand Junction CO 81501, United States DESCRIPTION: Member of LLC that is used to pay bills, run payroll for office related expenses.Crestone Wealth Advisors is the name I do securities business under.? 5. TWENTY11, LLC POSITION: Member NATURE: This is an new LLC for a real estate holding that we will close on 11/1/2025 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2025 ADDRESS: 124 North 6th Street, Grand Junction CO 81501, United States DESCRIPTION: Real Estate ownership
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-16 |
| S65 | Uniform Investment Adviser Law Examination | 2015-12-09 |
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