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1755 Telstar Dr 3Rd Floor, Colorado Springs, CO 80920 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-02-08 |
| CO | RA | APPROVED | 2016-01-26 |
Branch Locations
1755 Telstar Dr 3Rd Floor, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Targeted Wealth Solutions Llc | Erie | CO | 11/2015 | Present |
| United States Air Force Reserve | Schriever Afb | CO | 06/2015 | 10/2018 |
| Air National Guard | Buckley Sfb | CO | 10/2018 | Present |
| Frontier Airlines | Denver | CO | 10/2023 | Present |
2018-Present: US Air National Guard/Not investment related/Buckley AFB, CO/Field Grade Officer/Involves up to 13% time; typically after traditional market hours. 2018-Present Stratec LLC; not investment-related; 9/2018-Present; Mesa, AZ (remote work), residential mortgage origination
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-05 |
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