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Ada, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-18 |
| CO | RA | APPROVED | 2021-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Financial Services | Denver | CO | 07/2015 | 08/2019 |
| National Planning Corporation | Denver | CO | 02/2016 | 11/2017 |
| Trilogy Capital, Inc. | Denver | CO | 07/2016 | 08/2019 |
| Lpl Financial Llc | Denver | CO | 11/2017 | 12/2018 |
| Cornerstone Investment Advisors, Llc | Boulder | CO | 09/2019 | 03/2021 |
| Upbeat Financial | Lyons | CO | 12/2020 | 12/2022 |
| Upbeat Financial | Ada | MI | 12/2022 | Present |
Trilogy Financial Services; investment-related (insurance); Ada, MI; Insurance agency; Producer; since 2021; 2 hours per month, 1 hour per month during trading; appointed producing agent. Independent Enrolled Agent with IRS: Not investment-related; Ada, MI; Tax preparation; Enrolled Agent; since 2021; 4 hours per month, 2 hours per month during trading; tax preparation and representation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-23 |
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