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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-29 |
| WA | RA | APPROVED | 2026-06-24 |
| IN | RA | APPROVED | 2026-06-10 |
| LA | RA | APPROVED | 2026-06-04 |
| AL | RA | APPROVED | 2026-05-26 |
| GA | RA | APPROVED | 2026-05-22 |
| OH | RA | APPROVED | 2026-05-05 |
| ID | RA | APPROVED | 2026-03-12 |
| NV | RA | APPROVED | 2026-03-12 |
| NM | RA | APPROVED | 2026-03-12 |
| VA | RA | APPROVED | 2026-03-12 |
| NJ | RA | APPROVED | 2026-03-11 |
| NY | RA | APPROVED | 2026-03-11 |
| NC | RA | APPROVED | 2025-10-21 |
| FL | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED_RES | 2025-04-29 |
| MD | RA | APPROVED | 2020-01-22 |
| CA | RA | APPROVED | 2017-08-01 |
| CO | RA | APPROVED | 2007-07-10 |
Branch Locations
Broomfield, CO • United States
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Bloomfield, CO • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Kcd Financial, Inc. | Littleton | CO | 07/2007 | Present |
| Strategic Alliance Investment Advisors, Inc. | Littleton | CO | 03/2007 | Present |
STRATEGIC ALLIANCE INVESTMENT ADVISORS, INC., INVESTMENT RELATED, BROOMFIELD, CO. INSURANCE SALES - OWNER. START 7-3-07, 4 HOURS PER WEEK OF WHICH ALL ARE DURING MARKET HOURS. SALES OF LIFE AND LTC INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-02 |
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