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731 N. Tejon Street, Colorado Springs, CO 80903-1011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
731 Tejon Street, Colorado Springs, CO 80903 • United States
2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
731 N. Tejon Street, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 08/2013 | Present |
| Bennett & Co Advisors, Inc, Dba Bennco Advisors | Colorado Springs | CO | 10/2015 | Present |
1. WILLSON INVESTMENTS, NOT INVESTMENT RELATED, 15 CLUBHOUSE DRIVE, COLORADO SPRINGS, CO 80906, REAL ESTATE RENTAL PROPERTIES OWNED BY FAMILY FOR 50+ YEARS, PREPARE HOMES FOR SHOWINGS, CONDUCT SHOWINGS, ROUTINE MAINTENANCE, 06/2002, 5 HOURS/MONTH(0 DURING TRADING) 2. BENNCO ADVISORS; 731 N TEJON ST. COLORADO SPRINGS, CO. 80903; 08/01/2015; INVESTMENT RELATED; INVESTMENT ADVISOR REPRESENTATIVE; INVESTMENT PLANNING, RETIREMENT PLANNING, INSURANCE PLANNING AND EDUCATION PLANNING. 30 HOURS/MONTH(30 DURING TRADING)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-06 |
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