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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-12 |
Branch Locations
141 Union Blvd. Suite 270, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 06/2021 | 03/2022 |
| Tiaa | Denver | CO | 06/2021 | 03/2022 |
| Firstbank | Lakewood | CO | 06/2019 | 06/2021 |
| Colorado Christian University | Lakewood | CO | 08/2014 | 05/2019 |
| Commonwealth Financial Network | Waltham | MA | 03/2022 | 05/2025 |
| Summit Wealth Group | Colorado Springs | CO | 03/2022 | Present |
Colorado Life Insurance Producer
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-19 |
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