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2000 S. Colorado Blvd. Building 1, Suite 2000, Denver, CO 80222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-15 |
Branch Locations
2000 S. Colorado Blvd. Building 1, Suite 2000, Denver, CO 80222 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Guardian Life Insurance Companies | Greenwood Villiage | CO | 10/2010 | 06/2019 |
| Park Avenue Securities Llc | Greenwood Village | CO | 04/2011 | 06/2019 |
| Park Avenue Securities Llc | Greenwood Village | CO | 01/2012 | 06/2019 |
| Sobel Enterprises, Llc | Denver | CO | 01/2017 | Present |
| Sobel Financial, Llc | Denver | CO | 09/2019 | Present |
| Red Chair Finance Llc | Denver | CO | 01/2020 | Present |
| Advisor Platinum Llc | Denver | CO | 06/2023 | Present |
| Hillcrest Business Consulting, Llc | Denver | CO | 11/2023 | Present |
| Flow Master Chef, Llc | Denver | CO | 03/2025 | Present |
| Life Flow Performance Coaching Llc | Denver | CO | 12/2024 | Present |
(1) Sobel Enterprises LLC; Not investment Related; This is an LLC that I set up for insurance business; Start: 01/06/2017; Address: 2000 S. Colorado Blvd., Tower 1, Suite 2000, Denver, CO 80222; 30 bus hrs per month (2) Red Chair Finance LLC; Investment-related; Denver, CO 80222; Financial Planning Software; Co-Founder; 01/2020; 5 hr; Software development and sales. (3) Advisor Platinum LLC; Not Investment-related; Denver, CO 80222; Coaching and the development of software; Owner; 06/2023; 15 hr; Productivity coaching and mgmt of software engineers and development of the software. (4) Hillcrest Business Consulting, LLC; Not Investment-related; Denver, CO 80222; Mindset and Productivity Coaching; Owner; 11/2023; 7 hr; Coaching individuals on productivity and mindset. (5) Flow Master Chef, LLC; Not investment related; Denver, CO; Co-Founder; 03/2025; 5/ HRS MO; development and sales of a cooking application. (6) Life Flow Performance Coaching, LLC; No; 12/2024; Denver, CO; Co-Founder; 7/ HRS MO; company that coaches people in the flow state to enhance performance results for business owners.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-08 |
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