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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-16 |
Branch Locations
400 E. Horsetooth Rd Suite 201, Fort Collins, CO 80525 • 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Fort Collins | CO | 03/2019 | 10/2020 |
| New York Life Insurance Co | Arvada | CO | 11/2015 | 09/2017 |
| Jeffrey Perryman | Fort Collins | CO | 10/2017 | 11/2020 |
| Waddell & Reed | Fort Collins | CO | 12/2020 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Fort Collins | CO | 12/2020 | 07/2021 |
| Lpl Financial Llc | Fort Collins | CO | 07/2021 | 06/2026 |
| Wells Fargo Advisors Financial Network, Llc | Fort Collins | CO | 06/2026 | Present |
1. 7/27/2021 - No Business Name - Investment Related - Home Based - Other-Notary - Started 2013 - 1 Hour Per Month - Public Notary. 2. 03/06/2025 - SparkAlinc LLC - Not Investment Related - Other - Jewelry Sales - Northern Colorado - Start Date:01/16/2025 - 10 Hrs/Mth - 0 Hrs During Trading. SPARKALINC PERMANENT JEWELRY, LLC ; INV RELATED;JOHNSTOWN,CO; PERMANENT JEWELRY;50% OWNERSHIP; START DATE: 06/16/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-08 |
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