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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-12 |
| TX | RA | APPROVED | 2024-01-12 |
Branch Locations
1910 Vindicator Dr Suite 104, Colorado Springs, CO 80919 • United States
112 West D Street Suite 210 D, Pueblo, CO 80919 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Chesterfield | MO | 12/2014 | 01/2019 |
| Securities America, Inc. | Chesterfield | MO | 01/2019 | 05/2019 |
| Arbor Point Advisors | Chesterfield | MO | 01/2019 | 05/2019 |
| Ameriprise Financial Services, Inc. | Colorado Springs | CO | 06/2019 | 01/2024 |
| Triad Advisors | Norcross | GA | 01/2024 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 01/2024 | 08/2024 |
| Osaic Wealth, Inc. | Colorado Springs | CO | 08/2024 | Present |
1) APPT WITH MULTIPLE INSURANCE CARRIERS POSITION: Financial Advisor NATURE: appointment with multiple insurance carriers INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2024 ADDRESS: 1910 Vindicator Dr, Ste 104, Colorado Springs CO 80919, United States DESCRIPTION: Work with various insurance providers to obtain illustrations, quotes & place contracts/policies for clients 2) Growth Partnership LLC POSITION: W2 employee of Growth Partnership NATURE: outside employment INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2022 ADDRESS: 1910 Vindicator Dr, Ste 104, Colorado Springs CO 80919, United States DESCRIPTION: Time supporting financial budgeting & strategic decision making for the entity 3) LIFE WELL LIVED FINANCIAL GROUP POSITION: financial advisor NATURE: team practice name under Growth Partnership LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2022 ADDRESS: 1910 Vindicator Dr, Ste 104, Colorado Springs CO 80919, United States DESCRIPTION: financial advisor who provides financial planning and investment advice as a team member dba Life Well Lived Financial Group, leadership member within LWLFG 4)Book Sales/Marketing; Investment related: no; 2545 Paseo Verde, Colorado Springs, CO 80904; Nature or Structure of Business: Assisting with the marketing of Paul Franco's book, Success with Succession.; Position: Marketing Assistant; Start date: 06/01/2024; hours per month: 10; securities trading hours: 0; Duties: Assisting with the marketing of a book to generate sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-27 |
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