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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-23 |
| FL | RA | APPROVED | 2024-07-03 |
| CO | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Core Financial | Springfield | CO | 11/2011 | Present |
| Brenna Chenoweth Dba Core Financial | Springfield | CO | 05/2015 | Present |
| Brenna Chenoweth | Lamar | CO | 09/2015 | 04/2018 |
| Signator Investors, Inc. | Lamar | CO | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Lamar | CO | 11/2018 | Present |
1. BRENNA CHENOWETH- RENTAL PROPERTY POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2019 ADDRESS: 7799 State Hwy 196, Lamar CO 81052, United States DESCRIPTION: Rental Properties that came with our home purchase that we rent out as rentals. Three total rentals 2. CORE FINANCIAL ADVISORS, INC DBA CORE FINANCIAL POSITION: Owner and agent NATURE: S Corp CORE FINANCIAL ADVISORS, Inc. DBA Core Financial. This business is not held out to the public in any name other than Core Financial. INSURANCE AGENT SELLING LIFE, HEALTH, LONG TERM CARE, DISABILITY, SENIOR PRODUCTS (MEDICARE SUPPLEMENTS, MEDICARE ADVANTAGE, PRESCRIPTION DRUG PLANS), INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 11/01/2011 ADDRESS: 7809 County Hwy 196, Lamar CO 81052, United States DESCRIPTION: INSURANCE RELATED /HEALTH, LONG TERM CARE, DISABILITY, SENIOR PRODUCTS (MEDICARE SUPPLEMENTS, MEDICARE ADVANTAGE, PRESCRIPTION DRUG PLANS). Mainly Group plans with some individual plans. 3. BRENNA CHENOWETH DBA CORE FINANCIAL POSITION: Investment Advisor Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/01/2015 ADDRESS: 200 S 5th Street, Lamar CO 81052, United States DESCRIPTION: Sales and service for investment related products 4. CORE FINANCIAL POSITION: agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 11/01/2011 ADDRESS: 200 S 5th St, Lamar CO 81052, United States DESCRIPTION: Selling individual Life, Fixed Annuities, Long Term Care and Disability. 5. POWER OF ATTORNEY FOR JAIDYN BRANOM, DAUGHTER POSITION: Power of Attorney NATURE: Power of Attorney for child over the age of 18. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2023 ADDRESS: 7799 State Hwy 196, Lamar CO 81052, United States DESCRIPTION: Power of Attorney in case needed for adult child, Jaidyn Branom 6. CORE FINANCIAL ADVISORS, INC. POSITION: Owner NATURE: Core Financial Advisors, Inc- S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2024 ADDRESS: 7809 County Hwy 196, Lamar CO 81052, United States DESCRIPTION: Duties are Medicare Consultant, helping clients navigate and give advice for Medicare, and charge a fixed fee for clients when carrier does not pay commission to me.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-11 |
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