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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-02 |
Branch Locations
16649 Washington St, Thornton, CO 80023 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Otero Junior College | La Junta | CO | 08/2016 | 04/2017 |
| Boulder Nissan | Boulder | CO | 04/2017 | 08/2017 |
| Otero Junior College | La Junta | CO | 08/2017 | 04/2018 |
| Boulder Nissan | Boulder | CO | 04/2018 | 08/2018 |
| University Of Colorado Boulder | Boulder | CO | 08/2018 | 04/2019 |
| University Of Colorado Boulder | Boulder | CO | 08/2019 | 04/2020 |
| Sunlight Window Cleaning | Denver | CO | 04/2020 | 08/2020 |
| University Of Colorado | Boulder | CO | 08/2020 | 12/2020 |
| Axa Equitable | New York | NY | 01/2020 | 03/2022 |
| Axa Equitable | Lakewood | CO | 04/2019 | 08/2019 |
| Massmutual Life Insurance Co | Denver | CO | 05/2022 | 05/2024 |
| Creativeone Wealth, Llc | Overland Park | KS | 04/2024 | 09/2025 |
| Bam Advisory Group | Lakewoord | CO | 04/2024 | 11/2025 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 02/2026 | Present |
Alpha 1 Tax & Wealth; Investment Related; 16649 Washington St, Thornton, CO 80023; Life insurance sales and annuities; Representative; Sell life insurance and annuities and incorporate them into a financial plan; Started: 02/2026; 0 hours a month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-04 |
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