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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-03-21 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 11/2015 | 03/2019 |
| Wells Fargo Bank, Na | Omaha | NE | 03/2021 | 02/2022 |
| Addy's Sports Bar & Grill | Omaha | NE | 04/2016 | 11/2020 |
| Jams Legacy | Omaha | NE | 06/2019 | 08/2019 |
| The Jewell | Omaha | NE | 07/2019 | 02/2021 |
| Onestaff | Omaha | NE | 01/2021 | 02/2021 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 03/2021 | 02/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 03/2022 | Present |
| Advised Assets Group, Llc | Greenwood Village | CO | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-20 |
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