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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-01 |
| CO | RA | APPROVED | 2023-05-01 |
Branch Locations
4645 18Th Street Suite 300, Greeley, CO 80634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 06/2017 | 04/2023 |
| Ent Credit Union | Colorado Springs | CO | 06/2017 | 04/2023 |
| Self Employed-Independent Contractor | Woodland Park | CO | 05/2008 | 06/2017 |
| Intrinsic Financial Design Group | Greeley | CO | 05/2023 | Present |
| Commonwealth Financial Network | San Diego | CA | 05/2023 | Present |
Owner, Jessica Hernandez; Involving therapeutic Massage, located in Greeley, CO, as of 10/01/2006; Approximately 0% time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-14 |
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