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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-30 |
Branch Locations
Crystal Lake, IL • United States
2790 N Academy Blvd Suite 311, Colorado Springs, CO 80917 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 12/2012 | 10/2017 |
| Valic Financial Advisors, Inc. | Lakewood | CO | 10/2017 | 06/2025 |
| Agia | Houston | TX | 12/2022 | 06/2025 |
| Foreclosure Flipping | Colorado Springs | CO | 03/2025 | Present |
| Mrh, Llc | Colorado Springs | CO | 05/2025 | Present |
| Lincoln Investment | Fort Washington | PA | 06/2025 | Present |
MRH, LLC POSITION: Owner, Managing member NATURE: Real Estate flips INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 4/10/2025 ADDRESS: 2020 N. Academy Blvd., Suite 264, Colorado Springs, CO 80809 DESCRIPTION: Property purchasing, funding, and paying contractors; Home Acq 13 LLC POSITION: Owner, Managing member NATURE: Real Estate flips INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 4/10/2025 ADDRESS: 2020 N. Academy Blvd., Suite 264, Colorado Springs, CO 80809 DESCRIPTION: Property purchasing, funding, and paying contractors;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-30 |
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