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389 William Latham R Senior Drive, Bourbonnais, IL 60914 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-07-06 |
Branch Locations
8400 E Crescent Parkway Suite 640, Greenwood Village , CO 80111 • United States
389 William Latham R Senior Drive, Bourbonnais, IL 60914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Agcredit | Greeley | CO | 05/2017 | 05/2018 |
| Colorado State University | Fort Collins | CO | 08/2014 | 05/2018 |
| Foresters Financial Services | Denver | CO | 07/2018 | 09/2018 |
| Diversified Asset Management, Inc. | Boulder | CO | 09/2018 | 03/2020 |
| Commonwealth Financial Network | Waltham | MA | 04/2020 | 05/2022 |
| Summit Wealth Group | Lakewood | CO | 03/2020 | 05/2022 |
| Commonwealth Financial Network | Waltham | MA | 05/2022 | 06/2023 |
| Summit Wealth Group | Lakewood | CO | 05/2022 | 06/2023 |
| Rooted Wealth Advisors | Bourbonnais | IL | 07/2023 | Present |
1. Fixed insurance sales; as of 07/27/2020; 1% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 2018-12-19 |
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