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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-10 |
Branch Locations
9635 Maroon Cir Suite 405, Englewood, CO 80112 • United States
8610 Explorer Drive, Suite 120, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Colorado Springs | CO | 01/2011 | 09/2016 |
| Various Insurance Carriers For W&R Insurance Agencies, Inc | Colorado Springs | CO | 01/2011 | 09/2016 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 10/2016 | 04/2026 |
| Charles Schwab Bank | Lone Tree | CO | 10/2016 | 04/2026 |
| Edelman Financial Engines | Santa Clara | CA | 04/2026 | Present |
1) Rental Property | Investment Related:No|2360 Sierra Springs Dr.|Colorado Springs|CO|80910|USA|Real Estate (Non-Agent/Broker)|Co-Owner|3/1/2015|Less than 20|0|Co-Owner w/ spouse of a rental property, no duties, maintained through a property manager., 2) 6C Homes, LLC | Investment Related:No|7760 Delmonico Dr|Colorado Springs|CO|80919|USA|Real Estate (Non-Agent/Broker)|Co-Owner|6/28/2019|Less than 20|0|Co-Owner of an LLC formed to hold our Real Estate rental properties. My role will remain passive. My wife will handle the management and administration of the LLC. The real estate holdings are maintained by a property manager. , 3) Rental Property | Investment Related:No|900 Main Street|Colorado Springs|CO|80911|USA|Real Estate (Non-Agent/Broker)|Owner|4/15/2025|Less than 20|0|Maintain property from time to time on weekends or during periods of non-occupancy. All other duties and services are automated through a property management program. 4) Rental Property|Investment Related:No|901 Widefield Dr. ;Colorado Springs;CO;80911;USA|Real Estate (Non-Agent/Broker)|Owner|2025-09-08|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Maintain property from time to time on weekends or during periods of non-occupancy. All other duties and services are automated through a property management program.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
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