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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-17 |
| CO | RA | APPROVED | 2023-11-21 |
Branch Locations
7350 E. Progress Place Suite 100, Greenwood Village, CO 80111 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Greenwood Village | CO | 02/2008 | 12/2023 |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 01/2012 | 09/2021 |
| Crazyman Partners | Castle Rock | CO | 12/2020 | Present |
| Gb P&C Sales | Castle Rock | CO | 12/2020 | 12/2023 |
| Securities America, Inc. | Denver | CO | 09/2021 | 12/2023 |
| Securities America Advisors | Denver | CO | 09/2021 | 12/2023 |
| Securities America | Denver | CO | 09/2021 | 10/2023 |
| Triangle B Holdings | Castle Rock | CO | 03/2007 | Present |
| Simplicity Wealth | Greenwood Village | CO | 11/2023 | Present |
| Moneta Wealth | Greenwood Village | CO | 12/2020 | 03/2026 |
| Moneta Insurance | Greenwood Village | CO | 12/2020 | Present |
| The Leaders Group Inc | Summit | NJ | 12/2023 | Present |
| Perissos Alliance | Greenwood Village | CO | 03/2026 | Present |
1.) CRAZY MAN PARTNERS - 12/1/2020 - 7350 E Progress Place, Suite 100, Greenwood Village, CO 80111 - Buyer/Seller, buying and selling cars and watches, Not Invt Rel, Retail business, 2 hrs/mo; 0 hrs/mo (during trading hours). 1.) TRIANGLE B HOLDINGS - 3/1/2007 - 7350 E Progress Place, Suite 100, Greenwood Village, CO 80111 - Owner, DBA for tax purposes, Not Invt Rel, Holding company, 1 hr/mo; 1 hr/mo (during trading hours). 3.) MONETA INSURANCE - 12/1/2020 - 7350 E Progress Place, Suite 100, Greenwood Village, CO 80111 - Manager, managing agents, Invt Rel, Insurance business, 5 hrs/mo; 5 hrs/mo (during trading hours). 4) The Leaders Group-12/2023-26 West Dry Creek Cir Suite 800 Littleton CO ,80120-Registered Representative-investement related -Registered Rep 5.) MONETA COLLECTIVE - 9/3/2024 - 1988 White Court, Castle Rock, CO 80104 - Partner, Holding Company, Not Invt Rel, 0 hrs/mo; 0 hrs/mo (during trading hours). 6.) PERISSOS ALLIANCE - 3/2/2026 - 7350 E. Progress Place, Suite 100, Greenwood Village CO 80111 - Financial Professional, Retirement and investment planning, Invt Rel, Securities, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-31 |
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