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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-21 |
| CO | RA | APPROVED | 2019-02-13 |
Branch Locations
100 North Broadway, Albert Lea, MN 56007 • United States
1111 Washington Avenue Suite 115, Golden, CO 80401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Solutions Inc | Littleton | CO | 12/2007 | 08/2018 |
| Geneos Wealth Management | Littleton | CO | 12/2007 | 08/2018 |
| Intellicents Elevation Llc | Golden | CO | 02/2019 | Present |
| Unemployed | Golden | CO | 09/2018 | 01/2019 |
| Mutual Securities, Inc. | Camarillo | CA | 03/2019 | Present |
1. intellicents, inc., Start Date: 01/01/2023, 100 N. Broadway, Albert Lea, MN 56007, S Corp, Holding Company for RIA, Partial Owner, Partial ownership of intellicents, inc., Not Investment Related, 1 hour per month, 0 Hours per day during trading hours. 2. Insurance, Start Date: 04/30/2012, 1111 Washington Ave., Ste. 115, Golden, CO 80401, Independent, Insurance, Licensed Insurance Agent, When client's need Life/Health/Disability Insurance I will sell them the necessary insurance needed, Investment Related, 4 Hours per month, .0025 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-14 |
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