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2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903-1626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-09-23 |
Branch Locations
12295 Oracle Blvd. Suite 210, Colorado Springs, CO 80921 • United States
2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903-1626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accelerated Wealth Advisors Llc | Colroado Springs | CO | 10/2018 | 04/2019 |
| Lighthouse Financial, Llc | Broomfield | CO | 04/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2020 | 08/2022 |
| Petra Financial Advisors Inc Dba Lighthouse Financial, Llc | Colorado Springs | CO | 08/2022 | Present |
| Younify Consulting | Colorado Springs | CO | 05/2012 | Present |
| Lighthouse Financial, Llc | Broomfield | CO | 12/2020 | Present |
1) BNW CONTRACTING INC; NON - INVESTMENT RELATED; 13511 NORTHGATE ESTATES DR, STE 200, COLORADO SPRINGS, CO; ADMIN SERVICES COMPANY; CLIENT SERVICES MANAGER; 01/2019; 10/WK- 5/TRADING 2) YOUNIFY CONSULTING, INC; NON - INVESTMENT RELATED; 13511 NORTHGATE ESTATES DR, STE 200, COLORADO SPRINGS, CO; BUSINESS CONSULTING; PRESIDENT; 05/2012; 10/WK- 10/TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-21 |
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