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11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-19 |
Branch Locations
9250 E Costilla Ave, Greenwood Village, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Greenwood Village | CO | 12/2019 | 04/2024 |
| Target Corporation | Auroa | CO | 04/2016 | 12/2016 |
| Raytheon | Aurora | CO | 05/2017 | 05/2018 |
| Unemployed | Aurora | CO | 05/2018 | 12/2019 |
| Unemployed | Aurora | CO | 12/2016 | 05/2017 |
| Prudential Insurance Company Of America | Greenwood Village | CO | 06/2020 | 04/2024 |
| Envision Financial Partners | Greenwood Village | CO | 03/2024 | Present |
| Osaic Wealth, Inc | Greenwood Village | CO | 04/2024 | Present |
| The Ameriflex Group | Las Vegas | NV | 04/2024 | 07/2025 |
| Nwf Advisory Services, Inc | Greenwood Village | CO | 05/2025 | Present |
1. ENVISION FINANCIAL PARTNERS POSITION: Financial Planner NATURE: LLC that is doing business as INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2020 ADDRESS: 9250 East Costilla Ave, Suite 603, Greenwood Village CO 80112, United States DESCRIPTION: Financial Planning, general investment advice, portfolio development 2. GRANT AMBROSICH POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/01/2019 ADDRESS: 9250 East Costilla Ave, Greenwood Village CO 80112, United States DESCRIPTION: Sell and service insurance. 3. NFW ADVISORY SERVICES INC POSITION: Investment Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 100 START DATE: 07/01/2025 ADDRESS: 11835 West Olympic Boulevard, Suite 1155 East, Los Angeles CA 90064, United States DESCRIPTION: Provide comprehensive Wealth Management, Financial Planning, and Investment Advisory services. 4.GRANT AMBROSICH INSURANCE AGENT POSITION: Assistant to Matt Bartz NATURE: To act as General Agent with Midland National Life insurance. Build an agency of producing life insurance reps to sellfixed life insurance products i.e. Term Insurance and Index Universal Life Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 04/30/2026 ADDRESS: 9250 E Costilla Ave, Suite 603, Greenwood Village CO 80112, United States DESCRIPTION: Act as resource for case design and underwriting manager. Conduct joint work on clientappointments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-01 |
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