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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-02 |
| ID | RA | APPROVED | 2019-02-05 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Idaho Falls | ID | 01/2005 | Present |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 12/2017 | Present |
| World Financial Group, Inc. | Greenwood Village | CO | 10/2017 | Present |
| Battelle Energy Alliance | Idaho Falls | ID | 03/2015 | 07/2022 |
| Uber Eats | Trevose | PA | 01/2020 | 05/2025 |
| Doordash | San Francisco | CA | 02/2020 | 05/2025 |
| Grubhub, Inc. | Chicago | IL | 03/2020 | 05/2025 |
| National Renewable Energy Laboratory | Golden | CO | 07/2022 | 05/2024 |
| Mountain Valley Medicare Of Colorado | Monte Vista | CO | 12/2025 | Present |
| Sword And Shield Estate Planning Llc | Spanish Fork | UT | 12/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. MOUNTAIN VALLEY MEDICARE OF COLORADO POSITION: Sales Rep NATURE: Health Insurance/ Medicare INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 8 START DATE: 12/01/2025 ADDRESS: 2079 Sherman Ave, Monte Vista CO 81144, United States DESCRIPTION: Educating and Enrolling participants in Medicare Plans SWORD AND SHIELD ESTATE PLANNING LLC POSITION: Referral Partner NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 12/11/2025 ADDRESS: 1198 3750 E, Spanish Fork UT 84003, United States DESCRIPTION: I will refer clients needing Estate Planning services to this company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-08 |
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