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Current Employers
Targeted Wealth Solutions

1755 Telstar Dr 3Rd Floor, Colorado Springs, CO 80920 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-04-08
TX RA APPROVED 2021-04-08
  • CO RA
    APPROVED
    Since 2021-04-08
  • TX RA
    APPROVED
    Since 2021-04-08

Branch Locations

Schertz, TX • United States

1755 Telstar Dr 3Rd Floor, Colorado Springs, CO 80920 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Targeted Wealth Solutions Colorado Springs CO 04/2021 Present
Delta Airlines Atlanta GA 04/2015 Present
Other Businesses

Delta Airlines; Not investment-related; Atlanta, GA; Transportation; Pilot; Started April 2015; 128 hours per month; 75 hours per month during trading hours; Operating commercial aircraft

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-15
  • S65 Uniform Investment Adviser Law Examination
    2020-07-15

View on SEC IAPD

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