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7400 East Orchard Road Suite 130, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2014-04-08 |
Branch Locations
7400 East Orchard Road Suite 130, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wisdom Wealth Strategies, Llc | Denver | CO | 12/2009 | Present |
| Wisdom Wealth Strategies Tax | Denver | CO | 03/2014 | 12/2021 |
(1) NOTARY PUBLIC FOR THE STATE OF COLORADO/NOT INVESTMENT RELATED/DENVER, CO/NOTARY/5% OR LESS TIME EACH MONTH/(2) INDEPENDENT INSURANCE AGENT/INSURANCE RELATED/DENVER, CO/SALE OF LIFE & ANNUITY INSURANCE PRODUCTS/5% OR LESS TIME EACH MONTH//(3) 03/2014-PRESENT: ENROLLED AGENT/NOT INVESTMENT RELATED/DENVER, CO/IRS ENROLLED AGENT/TAX PREPARATION/INVOLVES 10% OR LESS TIME EACH MONTH, INCLUDING DURING TRADITIONAL BUSINESS HOURS//(4) ADJUNCT INSTRUCTOR/NOT INVESTMENT RELATED/COLLEGE FOR FINANCIAL PLANNING/GREENWOOD VILLAGE, CO/ACADEMIC INSTRUCTOR/5% OR LESS TIME EACH MONTH, AFTER HOURS.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-20 |
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