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4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| CO | RA | APPROVED | 2024-11-01 |
Branch Locations
4582 S. Ulster Street Suite 600, Denver, CO 80237 • United States
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-01-12 |
Branch Locations
4582 S Ulster St. Suite 600, Denver, CO 80237 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 02/2015 | 11/2018 |
| Fidelity Personal And Workplace Advisors | Denver | CO | 07/2018 | 11/2018 |
| Principal Securities Inc | Denver | CO | 12/2018 | 01/2022 |
| Principal Life Insurance Company | Denver | CO | 12/2018 | 01/2022 |
| Pensionmark Financial Group | Santa Barbara | CA | 01/2022 | Present |
| Pensionmark Securities, Llc | Santa Barbara | CO | 01/2022 | Present |
| Corepower Yoga | Denver | CO | 08/2021 | 06/2022 |
| Corepower Yoga | Denver | CO | 10/2019 | 03/2020 |
| Assuredpartners Investment Advisors | Tampa | FL | 10/2024 | Present |
| World Investments, Inc. | Denver | CO | 10/2025 | Present |
1. AssuredParnters; Investment Related; 4582 S Ulster St, Ste 600, Denver, CO 80237; Retirement Plans; Account Executive; 1/10/2022; 160 hours per month; 120 hours during trading hours; Retirement Service Team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-06 |
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