Felipe Franco Garcia

Current Employers

Employment History

• 08/2021 → 07/2024
  New York Life Insurance Company
  Pueblo, CO
• 10/2020 → 07/2021
  Unemployed
  Federal Way, WA
• 11/2019 → 09/2020
  Spectra
  Federal Way, WA
• 08/2015 → 10/2019
  Spectra
  Pueblo, CO
• 04/2022 → 07/2024
  Nylife Securities Llc
  Pueblo, CO
• 07/2024 → 07/2024
  Crump Insurance
  Pueblo, CO
• 07/2024 → Present
  Principal Life Insurance Company
  Pueblo, CO
• 07/2024 → Present
  Principal Securities, Inc.
  Pueblo, CO

Other Businesses

**FIXED INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2024 ADDRESS: 1834 Vinewood Ln, Suite 204, Pueblo CO 81005, United States DESCRIPTION: Fixed insurance: life, disability, annuities, long term care, health, Medicare supplements, group benefits. **BROADWAY THEATRE LEAGUE OF PUEBLO POSITION: Treasurer NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2022 ADDRESS: 400 W. Abriendo Ave, Pueblo CO 81004, United States DESCRIPTION: As treasurer I do not have check writing responsibilities, no independent access to mail or donations/ funds to the organization. President/ Vice President collect all donations/ funds. When any discussion pertaining to investment decisions is called to a vote, I recuse myself from the process. My role is to collect and log monthly statements and report balances to board members at meetings. **PUEBLO LATINO CHAMBER OF COMMERCE POSITION: Ambassador Lead NATURE: Ambassador INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 05/02/2022 ADDRESS: 215 S. Victoria Ave, Pueblo CO 81003, United States DESCRIPTION: Ambassadors solicit and welcome new membership into the Latino Chamber as well as attend coffee breaks, after hours receptions and ribbon cuttings for members of the chamber. We also volunteer at events for check in, set up and tear down. As the Ambassador Lead my role is to run the monthly ambassador meeting and to act as a line of communication between the Latino Chamber staff and the ambassador team. PUEBLO HISPANIC EDUCATION FOUNDATION POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 301 N Main St, Suite 306B, Pueblo CO 81003, United States DESCRIPTION: As a board member my role is to attend the monthly board and committee meetings, and to review and grade post-secondary education scholarship essays semi-annually. I do not have check writing responsibilities and no independent access to mail or to any funds or donations for the organization. When any discussion pertaining to investment decisions is called to a vote, I recuse myself from the process. PUEBLO LATINO CHAMBER OF COMMERCRE POSITION: PHEF Ex Oficio NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2026 ADDRESS: 215 S. Victoria Ave, Pueblo CO 81003, United States DESCRIPTION: as Ex Oficio for PHEF I will give a brief report on anything PHEF related to the Pueblo Latino Chamber board members, including fundraising efforts, volunteer asks, and student workshops.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-06-18

Designations

Other Names

• Felipe Franco Garcia