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1331 17Th Street Suite 800, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-08-30 |
Branch Locations
1331 17Th Street Suite 800, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planing Corporation | Denver | CO | 12/2014 | 03/2017 |
| Trilogy Capital, Inc | Denver | CO | 03/2016 | Present |
| Trilogy Financial Services Inc | Denver | CO | 03/2015 | Present |
| Lpl Financial, Llc | Denver | CO | 11/2017 | 11/2018 |
1. 7/2017 - Sobriety House - Volunteer. Offers education on financial prudence and suggested steps to tackle monthly budgets, bankruptcy and savings. Time spent: 1 hour/month 2. 5/2019 - CLC Incorporated - Presenter. Provides retirement planning seminars for educational purposes. Receives income/ presentation. Time spent: 1 hour/month INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TRADING HOURS TIME SPENT= 15 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-09 |
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