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628 Main St, Windsor, CO 80550 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-04-08 |
| TX | RA | APPROVED | 2022-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Fort Collins | CO | 07/2021 | 08/2024 |
| Della Parola | Fort Collins | CO | 10/2018 | 04/2021 |
| Old Town Athletic Club | Fort Collins | CO | 09/2015 | 10/2018 |
| Unemployed | Deland | FL | 04/2021 | 07/2021 |
| Colorado Tree & Firewood Co | Fort Collins | CO | 08/2017 | 05/2018 |
| Colorado State University | Fort Collilns | CO | 08/2014 | 05/2018 |
| Cosner Financial Group, Llc | Fort Collins | CO | 02/2022 | Present |
| Cosner Financial Group, Llc | Fort Collins | CO | 07/2021 | Present |
| Osaic Wealth, Inc. | Windsor | CO | 08/2024 | Present |
1) Cosner Financial Group, LLC; Investment-Related; Fort Collins, CO; Investment Advisor; Investment Adviser Representative; 2/2022; 160 hrs/month; 120 hrs during trading; Duties are meeting new and existing clients. 2) Triad Advisors; Investment-Related; Fort Collins, CO; Broker Dealer; Registered Admin; 7/2021; 4 hrs/mo; 2 hrs/mo during securities trading hours; Duties are answering phone and general office tasks. 3) DLAY'S AERATION POSITION: Laborer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 1275 N Tabor Dr, Castle Rock CO 80104, United States DESCRIPTION: I occasionally help a friend with his landscaping business on the weekends, 2-3x a summer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-10 |
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