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155 E Rivulon Blvd Suite 304, Gilbert, AZ 85297 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-13 |
Branch Locations
155 E Rivulon Blvd Suite 304, Gilbert, AZ 85297 • United States
5600 S. Quebec St. Suite 130B, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-27 |
Branch Locations
5600 S. Quebec St. Suite 130B, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Greenwood Village | CO | 06/2016 | 01/2022 |
| Northwestern Mutual Investment Services, Llc | Lakewood | CO | 01/2022 | 02/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2022 | 02/2024 |
| Authentic Counsel, Llc Dba Wealth Builders Investments | Colorado Springs | CO | 02/2024 | 08/2026 |
| Seros Wealth Partners | Littleton | CO | 08/2026 | Present |
1) Licensed Insurance Agent; Investment-related; 10855 Hidden Pool Heights, Suite 250, Colorado Springs, CO, 80908 Insurance Sales; Implementations of insurance recommendations; approximately 10% of time per month. 2) MPM LTD; Not investment-related; Property management; Management of tenants, payments, maintenance; approximately 5% of time per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-26 |
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