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540 E. Abriendo Avenue Suite B, Pueblo, CO 81004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-10 |
| AZ | RA | APPROVED | 2024-07-01 |
| CO | RA | APPROVED | 2009-09-25 |
Branch Locations
540 E. Abriendo Avenue Suite B, Pueblo, CO 81004 • 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 |
|---|---|---|---|---|
| Prestige Wealth Management, Inc., Dba Mathies Financial Partners | Colorado Springs | CO | 04/2008 | Present |
Independent insurance agent since 2005, same location, approximately 10 hours per month, selling insurance products. Grumpy's Tractor Service dba Fairview Ranch; Pueblo, CO; irrigation design, implementation, and field cultivation service; not investment-related; Started 2019; approximately 4 hours per month; 2 hours per month during trading hours; Administrative and managerial duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-21 |
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