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Peyton, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-17 |
| CO | RA | APPROVED | 2020-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpers Financial Planning, Inc. | Colorado Springs | CO | 01/2016 | 06/2017 |
| The Navigators | Colorado Springs | CO | 07/2017 | 09/2024 |
| Us Air Force Reserve | Colorado Springs | CO | 07/2015 | 12/2023 |
| First Ascent Financial | Colorado Springs | CO | 11/2017 | 12/2019 |
| Financial Life Journeys | Peyton | CO | 12/2019 | Present |
| Compassion International | Colorado Springs | CO | 09/2024 | Present |
Compassion Internatinal; Not Investment-Related; Colorado Springs CO; Director of legacy and asset giving; 09/2024; 40 hours per month, 30 during trading hours; Working with donors for planned giving
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-24 |
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