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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-10-26 |
Branch Locations
165 South Union Boulevard Suite 600, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Partners | Highlands Ranch | CO | 01/2003 | 12/2018 |
| State Of Colorado Department Of Personnel & Administration | Denver | CO | 06/2012 | 03/2017 |
| Aflac | Greenwood Village | CO | 09/2017 | 12/2018 |
| Mass Mutual Life Insurance Company | Denver | CO | 01/2020 | 09/2020 |
| Mml Investors Services | Springfield | MA | 01/2020 | 09/2020 |
| Fidelity Investments | Greenwood Village | CO | 01/2019 | 12/2019 |
| Valic Financial Advisors, Inc. | Lakewood | CO | 10/2020 | Present |
| Agia | Houston | TX | 12/2022 | Present |
KURT BEERLINE POSITION: owner NATURE: In my home residence where I and my son Justin live, we have a bedroom suite which we rent out to one individual. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2017 ADDRESS: 3088 Deer Creek Trail, Highlands Ranch Colo CO 80129, United States DESCRIPTION: I only collect renters rent and make repairs as necessary. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-09 |
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