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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| CO | RA | APPROVED | 2023-09-05 |
Branch Locations
12325 Oracle Blvd Suite 101, Colorado Springs, CO 80921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Niagara University | Niagara Univarsity | NY | 08/2013 | 08/2017 |
| Peoria Rivermen | Peoria | IL | 08/2017 | 05/2019 |
| Wichita Thunder | Wichita | KS | 01/2018 | 11/2018 |
| Colorado Rampage | Monument | CO | 06/2019 | 08/2019 |
| Fsc Securities Corporation | Colorado Springs | CO | 08/2019 | 09/2023 |
| Commonwealth Financial Network | San Diego | CA | 09/2023 | Present |
| Motivus Wealth Management | Colorado Springs | CO | 09/2023 | Present |
1. Fixed insurance sales; as of 3/8/2023; 2% time spent during business hours; Conducted at branch location; Investment related. 2. Hockey Coach, Colorado Rampage; Located at 16240 Old Denver Hwy, Monument, CO 80132, as of 06/2019; 10% of time spent during business hours; Not conducted at branch location; Not investment related. 3. Tax Preparation, KP LLC; as of 02/01/2020; 40% of time spent during business hours; Conducted at branch; Not investment related. 4. Owner, KP LLC, private entity involved in tax preparation; as of 02/01/2020; 40% of time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-18 |
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