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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED_RES | 2023-09-05 |
Branch Locations
1802 Southgate Rd, Colorado Springs, CO 80906 • United States
402 N Tejon St, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Monument | CO | 03/2021 | 11/2021 |
| Wells Fargo Bank, Na | Colorado Springs | CO | 09/2019 | 11/2021 |
| Unemployed | Colorado Springs | CO | 07/2019 | 08/2019 |
| The Toro Company | Tomah | WI | 10/2015 | 01/2019 |
| Id Wealth Affiliated With Valmark Securities | Colorado Springs | CO | 12/2021 | 10/2022 |
| T Rowe Price Advisory Services, Inc. | Colorado Springs | CO | 11/2022 | 08/2023 |
| J.P. Morgan Securities Llc | Colorado Springs | CO | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Colorado Springs | CO | 09/2023 | Present |
| Allied Universal Security Services | Colorado Springs | CO | 06/2019 | 06/2019 |
| Carrio Cabling Corp | Colorado Springs | CO | 01/2019 | 05/2019 |
| T. Rowe Price Investment Services, Inc. | Colorado Springs | CO | 11/2022 | 08/2023 |
| Valmark Advisoers, Inc. | Colorado Springs | CO | 01/2022 | 10/2022 |
| Valmark Securities, Inc. | Colorado Springs | CO | 11/2021 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-12 |
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