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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-01-28 |
Branch Locations
Colorado Springs, CO • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T.ROwe Price | Colorado Springs | CO | 10/2015 | 11/2016 |
| Usaa Financial Planning Services | Colorado Springs | CO | 11/2016 | 09/2019 |
| Usaa Financial Advisors | Colorado Springs | CO | 11/2016 | 09/2019 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 09/2019 |
| T Rowe Price | Colorado Springs | CO | 09/2019 | 01/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 01/2022 | Present |
| Advised Assets Group, Llc | Greenwood Village | CO | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-24 |
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