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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 06/2017 | 12/2021 |
| Tiaa | Denver | CO | 06/2017 | 12/2021 |
| Colorado State University | Fort Collins | CO | 06/2013 | 05/2017 |
| Waddell And Reed Financial Advisors | Fort Collins | CO | 06/2015 | 11/2016 |
| Colorado State University | Fort Collins | CO | 08/2013 | 05/2017 |
| United Capital | Fort Collins | CO | 01/2022 | Present |
| Lion Street Financial | Fort Collins | CO | 02/2024 | Present |
| Integrity Alliance, Llc. | Fort Collins | CO | 11/2025 | Present |
1.UNITED CAPITAL RISK MANAGEMENT, LLC; INVESTMENT RELATED; FORT COLLINS, COLORADO; AGENCY USED FOR PROCESSING FIXED INSURANCE AND ANNUITY BUSINESS; INSURANCE AGENT; JAN/2022; 168 HOURS/MONTH; 136 HOURS/ TRADING: ;INSURANCE PROPOSAL, DELIVERY AND POLICY MAINTENANCE. 2. PUBLIC NOTARY; NON-INVESTMENT RELATED; FORT COLLINS, COLORADO; MAY/2024; 1 HOUR/MONTH; 1 HOUR/TRADING HOUR; NOTARIZING CLIENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-25 |
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