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Parker, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 08/2015 | 01/2017 |
| Parkland Securities Llc | Ann Arbor | MI | 01/2017 | 10/2020 |
| Sigma Planning Corporation | Ann Arbor | MI | 01/2017 | 10/2020 |
| Arkadios Capital, Llc | Atlanta | GA | 10/2020 | 03/2025 |
| Arkadios Wealth Advisors Llc | Atlanta | GA | 10/2020 | 03/2025 |
| Entrewealth, Llc | Austin | TX | 03/2025 | 11/2025 |
| Bander Wealth Management | Idaho Falls | ID | 01/2017 | 03/2025 |
| Creativeone Wealth, Llc | Overland Park | KS | 01/2026 | 01/2026 |
| Financial Thinking Partner, Llc | Parker | CO | 10/2025 | Present |
2025-Present: Financial Thinking Partner dba Annuity Strategy Center/Insurance Related/Parker, CO/Insurance Agency/Insurance Agent/Insurance Sales & Service/Involves up to 50% time, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-11-04 |
| S65 | Uniform Investment Adviser Law Examination | 2014-10-30 |
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