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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-12 |
| CO | RA | APPROVED | 2025-11-10 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Denver | CO | 04/2015 | 08/2020 |
| Mml Investor Services, Llc | Denver | CA | 03/2016 | 08/2020 |
| Colorado Wealth Group, Llc | Denver | CO | 08/2020 | 11/2025 |
| Harp Financial Group, Llc | Denver | CO | 03/2015 | 04/2018 |
| Savvy | Denver | CO | 11/2025 | Present |
1. Insurance Agent. Not investment-related. Life, health, long term care & fixed annuities. Insurance Agent. Aug 31, 2012. 4-20 hrs/mo. Able to help clients place Life, Disability and/or Long Term Care Insurance. 2. 1345 Broadway, LLC. Not investment-related. Personal real estate investments and rental properties. Managing Member. May 01, 2019. 4-20 hrs/mo. 3. Financial Planning Consultants, LLC. Not investment-related. Entity used for processing of bookkeeping and payroll for investment advisory services. Owner and Managing Member. Jan 02, 2018. 4 -20 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-01 |
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