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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-20 |
| NE | RA | APPROVED | 2024-11-19 |
| SC | RA | APPROVED | 2021-10-07 |
| VT | RA | APPROVED | 2021-10-07 |
| CO | RA | APPROVED | 2017-07-31 |
Branch Locations
1870 Dublin Blvd. #D, Colorado Springs, CO 80918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sf Financial Services | Colorado Springs | CO | 01/2008 | Present |
| Home Solutions Of America | Colorado Springs | CO | 01/2002 | Present |
| Franklin Capital Management, Llc | Colorado Springs | CO | 03/2014 | 10/2016 |
| Usa Financial Securities | Ada | MI | 10/2016 | 07/2017 |
| Retirement Wealth Advisors, Inc. | Colorado Springs | CO | 07/2017 | Present |
| Retire Financially Fit | Colorado Springs | CO | 02/2019 | Present |
(1) SF FINANCIAL SERVICES;INVESTMENT RELATED; 7560 RANGEWOOD DR #110, COLORADO SPRINGS, CO 80920; INSURANCE SALES; OWNER; START DATE 07/2005; 40-50 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; SALE OF FIXED INSURANCE (LIFE, LTC AND ANNUITY). (2) HOME SOLUTIONS OF AMERICA LLC; NON INVESTMENT RELATED; 2910 N POWERS BLVD #247, COLORADO SPRING, CO 80922; OWNER-MANAGER; STARTED 05/2002; 20 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; REAL ESTATE INVESTOR. (3) Retire Financially Fit, 7560 RANGEWOOD DR #110, COLORADO SPRINGS, CO 80920, Marketing, zero hours, owner, started 02/2019, The name Retire Financially Fit is our seminar radio show. We do not have a website just using FaceBook to market our business SF Financial Services, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-05 |
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