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18925 Base Camp Road Suite 203, Monument, CO 80132 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-06 |
| SC | RA | APPROVED | 2025-04-29 |
| NC | RA | APPROVED | 2024-04-08 |
Branch Locations
1499 W. Palmetto Park Road Suite 401, Boca Raton, FL 33486 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Perrysburg | OH | 09/2018 | 07/2019 |
| Allynn James Real Estate Group | Toledo | OH | 02/2018 | 09/2018 |
| Re/Max Preferred Associates | Toledo | OH | 01/2016 | 02/2018 |
| Bank Of America, N.A. | Perrysburg | OH | 10/2018 | 07/2019 |
| Ubs Financial Services Inc. | Sylvania | OH | 07/2019 | 06/2020 |
| Kestra Investment Services | Sandusky | OH | 06/2020 | 03/2024 |
| Kestra Private Wealth Services | Sandusky | OH | 06/2020 | 03/2024 |
| Advisors Asset Management, Inc | Monument | CO | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-25 |
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