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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-25 |
| CO | RA | APPROVED | 2024-10-16 |
Branch Locations
Castle Rock, CO • United States
1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 06/2013 | 06/2017 |
| Tiaa | Denver | CO | 06/2017 | 11/2017 |
| Folio Investments, Inc. | Colorado Springs | CO | 11/2017 | 02/2019 |
| Peyton Resource Group | San Antonio | TX | 02/2019 | 05/2019 |
| Usaa Financial Advisors Inc | Colorado Springs | CO | 02/2019 | 05/2019 |
| Colorado Air National Guard | Aurora | CO | 06/2018 | 06/2019 |
| Fidelity Brokerage Services, Llc. | Houston | TX | 08/2019 | 10/2024 |
| Ameriprise Financial Services, Llc | Colorado Springs | CO | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-04 |
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