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Current Employers
Regista Financial Strategies, Llc

Denver, CO • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-06-25
FL RA APPROVED 2023-09-19
CO RA APPROVED 2023-06-16
  • VA RA
    APPROVED
    Since 2025-06-25
  • FL RA
    APPROVED
    Since 2023-09-19
  • CO RA
    APPROVED
    Since 2023-06-16

Branch Locations

Denver, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 08/2018 04/2023
Synergy Bis Greenwood Village CO 11/2017 08/2018
Dewolff Boberg & Associates Dallas TX 08/2016 11/2017
Regista Financial Strategies, Llc Broomfield CO 04/2023 Present
  • 08/2018 → 04/2023
    St Louis, MO
  • 11/2017 → 08/2018
    Synergy Bis
    Greenwood Village, CO
  • 08/2016 → 11/2017
    Dewolff Boberg & Associates
    Dallas, TX
  • 04/2023 → Present
    Broomfield, CO
Previous Registrations
  • 2018-10-15 → 2023-04-17
    Broomfield, CO
    St Louis, MO
    Broomfield, CO
    Broomfield, CO
    Westminster, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-12
  • S66 Uniform Combined State Law Examination
    2018-10-12

View on SEC IAPD

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