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9878 W. Belleview Ave. #2306, Denver, CO 80123 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Forest Country Club | Hudson | OH | 05/2011 | 10/2016 |
| Allstate Insurance | Fort Lauderdale | FL | 10/2016 | 03/2017 |
| Fresh Air Group Of Cleveland | Middleburg Heights | OH | 04/2017 | 06/2017 |
| Lunar Cow Publishing | Akron | OH | 06/2017 | 12/2017 |
| Integrity Financial | Hudson | OH | 01/2018 | 11/2021 |
| Kent State University | Kent | OH | 08/2017 | 05/2019 |
| Fortune Financial Services, Inc. | Monaca | PA | 08/2019 | 11/2021 |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 06/2021 | 11/2021 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 11/2021 | 09/2023 |
| Ameriprise Financial Services, Llc | Cranston | RI | 09/2023 | 11/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2024 | 03/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2024 | 03/2026 |
| The Institute For Wealth Management | Denver | CO | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-13 |
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