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Castle Rock, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus | Rescue | CA | 03/2013 | 11/2022 |
| Knights Of Columbus Asset Advisors | New Haven | CT | 01/2021 | 11/2022 |
| Mfa Wealth Advisors, Llc | Pittsburgh | PA | 12/2022 | 11/2025 |
| Moralis Technologies, Llc | Pittsburgh | PA | 01/2023 | 11/2025 |
| Massachusetts Mutual Life Insurance Company | Rescue | CA | 12/2022 | Present |
| Applegate-Beard Insurance Solutions Llc | Rescue | CA | 09/2023 | Present |
| Catholic Order Of Foresters | Rescue | CA | 01/2023 | Present |
| Midland National Life Insurance Company | Rescue | CA | 12/2022 | Present |
| Hill Country Financial Services Llc | Rescue | CA | 08/2024 | Present |
| Tek-Wise Financial | Rescue | CA | 11/2025 | Present |
1. INSURANCE AGENT FOR MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, CATHOLIC ORDER OF FORESTERS, MIDLAND NATIONAL LIFE INSURANCE COMPANY, APPLEGATE-BEARD INSURANCE SOLUTIONS LLC AND VARIOUS OTHER INSURANCE PROVIDERS; INVESTMENT RELATED; 2126 PEACEFUL GARDEN WAY, RESCUE, CA 95672. 80 HRS/MONTH DURING SECURITIES TRADING HOURS. 2. OWNER OF HILL COUNTRY FINANCIAL SERVICES, LLC dba HIS HILL COUNTRY INSURANCE SOLUTIONS, INVESTMENT RELATED, LOCATED AT 2126 PEACEFUL GARDEN WAY, RESCUE, CA 95672. INSURANCE AGENCY FOR HEALTH INS AND PROPERTY/CASUALTY LINES. START DATE AUGUST 2024. 10HRS/WEEK DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-23 |
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