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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-01-14 |
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2024-06-10 |
| TX | RA | APPROVED | 2024-04-25 |
| MO | RA | APPROVED | 2021-01-04 |
| KS | RA | APPROVED | 2020-06-30 |
| AZ | RA | APPROVED | 2020-06-25 |
Branch Locations
2679 W Main St, Suite 300-220, Littleton, CO 80120 • United States
104 S Weber Street, Ste. 100, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Greenwood Village | CO | 01/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Colorado Springs | CO | 07/2016 | 06/2020 |
| Mml Investors Services, Llc | Colorado Springs | CO | 03/2017 | 06/2020 |
| Valmark Securities | Akron | OH | 06/2020 | Present |
1) INDEPENDENT INSURANCE AGENT- 1SEC HOUR 0 NON SEC HOURS - FROM BUSINESS ADDRESS - SERVICING DENTAL AND GROUP DISABILITY INCOME AND LIFE / ACCIDENT / HEALTH - SINCE 11/2012./// 2) ID Wealth, LLC, 104 S Weber St., Ste 100, Colorado Springs, CO 80903; 50% Owner/Partner; Director of Investments; Start date 1/1/2020; W2 Salary.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-11 |
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