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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 | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • United States
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 |
|---|---|---|---|---|
| Creative Resourse Group | Denver | CO | 01/1998 | 03/2023 |
| Wfgia | Greenwood Village | CO | 01/2007 | Present |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 01/2012 | Present |
| Ascendant Title | Lakewood | CO | 12/2019 | 03/2023 |
| 7Th And Pearl Llc | Denver | CO | 08/2021 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 7TH AND PEARL LLC POSITION: Manager NATURE: Property maintenance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: 710 S Pearl St, ,, Denver CO 80209, United States DESCRIPTION: On average I spend less then 10 hours a month. Most weeks, I'm only engaged 2 to 3 times a week doing simple maintenance tasks taking less than one hour. Sometimes meeting/overseeing other service professionals attending to whatever task they may be engaged to address.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-10 |
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