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2301 E Pikes Peak Ave, Colorado Springs, CO 80910 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-05 |
| OH | RA | APPROVED | 2026-05-05 |
| TX | RA | APPROVED_RES | 2026-05-05 |
Branch Locations
2301 E Pikes Peak Ave, Colorado Springs, CO 80910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado Military Academy | Colorado Springs | CO | 07/2019 | 12/2020 |
| Smarter Directions, Llc | Colorado Springs | CO | 01/2012 | 04/2026 |
| Summit Financial Group | Tulsa | OK | 11/2013 | 06/2021 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 06/2021 | 04/2026 |
| Unity Wealth Strategies | Colorado Springs | CO | 05/2026 | Present |
1. Be Functional, LLC. Certified Personal Trainer, Sole Proprietorship, Personal Training, This business is not investment related. The address is 8320 Pilot Ct., Colorado Springs, CO 80920. I am the owner and trainer. I do not recall the start date of the business. 16 hours during securities, 4 hours during non-securities Total 16. I train clients in exercise and diet management and practice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-30 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-18 |
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