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Monument, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-02 |
| CO | RA | APPROVED | 2021-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Colorado Springs | CO | 01/2018 | 03/2020 |
| Simplicifi, Llc | Monument | CO | 09/2021 | Present |
| Wells Fargo Bank, N.A. | Monument | CO | 12/2016 | 01/2018 |
| Mathnasium | Monument | CO | 08/2016 | 11/2016 |
| Human Environmental Animal Team | San Marcos | TX | 08/2010 | 12/2025 |
| H&R Block | Colorado Springs | CO | 08/2022 | Present |
| Calming Cove Llc | Monument | CO | 07/2023 | 12/2024 |
| Imadgen Llc | Monument | CO | 01/2022 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-02 |
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