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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-26 |
| CO | RA | APPROVED | 2024-08-02 |
Branch Locations
1801 California Street Suite 3900, Denver, CO 80202-5822 • United States
102 South Tejon Suite 460, Colorado Springs, CO 80903-2278 • United States
Fulshear, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Colorado Springs | CO | 09/2022 | Present |
| Nfm Lending | Colorado Springs | CO | 10/2021 | 07/2022 |
| Hometown Lenders Inc | Colorado Springs | CO | 03/2021 | 09/2021 |
| Homebridge Financial Services Inc | Colorado Springs | CO | 02/2021 | 03/2021 |
| Insurances Centers Of America | Colorado Springs | CO | 10/2020 | 01/2021 |
| T Rowe Price | Colorado Springs | CO | 09/2020 | 10/2020 |
| American Family Insurance- Amy Newland Agency | Colorado Springs | CO | 04/2020 | 09/2020 |
| American Family Insurance- Dave Karstens Agency | Colorado Springs | CO | 06/2016 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-02 |
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