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Connie Lee Terrell

Asset Strategies Group, LLC

Highlands Ranch, CO

Highlands Ranch, CO

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Current Employers
Asset Strategies Group, Llc

1745 Shea Center Drive Suite 400, Highlands Ranch, CO 80129 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2010-02-04
  • CO RA
    APPROVED
    Since 2010-02-04

Branch Locations

Highlands Ranch, CO • United States

1745 Shea Center Drive Suite 400, Highlands Ranch, CO 80129 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transunion Greenwood Village CO 10/2012 12/2021
Asset Strategies Group, Llc Highlands Ranch CO 11/2009 Present
Nthrive Denver CO 12/2021 04/2022
  • 10/2012 → 12/2021
    Transunion
    Greenwood Village, CO
  • 11/2009 → Present
    Asset Strategies Group, Llc
    Highlands Ranch, CO
  • 12/2021 → 04/2022
    Nthrive
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-06
S63 Uniform Securities Agent State Law Examination 2004-09-24
  • S65 Uniform Investment Adviser Law Examination
    2009-12-06
  • S63 Uniform Securities Agent State Law Examination
    2004-09-24

View on SEC IAPD

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