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115 Wilcox Street Suite 220, Castle Rock, CO 80104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-10 |
| MO | RA | APPROVED | 2023-02-28 |
| CO | RA | APPROVED | 2023-02-27 |
Branch Locations
115 Wilcox Street Suite 220, Castle Rock, CO 80104 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Highlands Ranch | CO | 08/2012 | 07/2019 |
| Bank Of America, N.A. | Highlands Ranch | CO | 10/2012 | 07/2019 |
| Sigma Financial Corporation | Ann Arbor | MI | 07/2019 | 02/2023 |
| Spc | Ann Arbor | MI | 07/2019 | 02/2023 |
| Future Capital Management | Highlands Ranch | CO | 02/2019 | Present |
| Future Capital Management | Highlands Ranch | CO | 01/2023 | Present |
| Countertop Concepts Co, Llc | Castle Rock | CO | 06/2022 | Present |
| Driven Media Llc | Broomfield | CO | 08/2022 | 02/2024 |
1) COUNTERTOP CONCEPTS CO, LLC; NON-INVESTMENT RELATED; 415 ANDROMEDA LANE, CASTLE ROCK, CO 80108; SALES AND INSTALLATIONS OF HIGHEND STONE COUNTERTOPS FOR RESIDENTIAL AND COMMERCIAL PROPERTIES; MEMBER; 06/2022; APPROX. 10 HOURS PER MONTH DURING NONTRADING HOURS; CO-OWNER AND MEMBER. 2) DRIVEN MEDIA, LLC; NON-INVESTMENT RELATED; 11350 W 102ND AVE, BROOMFIELD, CO 80021; WEBSITE DESIGN AND MAINTENANCE; MEMBER; 08/2022; APPROX. 5 HOURS PER MONTH DURING NON-TRADING HOURS; CO-OWNER AND MEMBER. 3) FUTURE CAPITAL MANAGEMENT; INVESTMENT RELATED; HIGHLANDS RANCH, CO; LICENSED INSURANCE PRODUCER; 02/2019; APPROX. 10 HOURS PER MONTH DURING TRADING HOURS; INSURANCE PRODUCER DOING BUSINESS WITH VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-06 |
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