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Bluffton, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-17 |
| CO | RA | APPROVED | 2023-06-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Horter Investment Management, Llc | Cincinnati | OH | 04/2012 | 08/2019 |
| Asset Protect One | Boulder | CO | 12/2012 | 05/2023 |
| Apo Financial Inc | Broomfield | CO | 06/2014 | 05/2023 |
| Apo Financial Services, Llc | Westminster | CO | 03/2019 | 05/2023 |
| Graylark Insurance Services Llc | Denver | CO | 03/2023 | Present |
| Graylark Financial, Llc | Denver | CO | 03/2023 | Present |
1). Graylark Insurance Services LLC INVESTMENT RELATED?: NO ADDRESS OF OTHER BUSINESS: 774 Pagoda Ct, Erie, CO 80516 NATURE OF OTHER BUSINESS: INSURANCE AND ANNUITY SALES, CONSOLIDATED TAX RETURNS YOUR POSITION: Owner and Manager START DATE: 4/2023 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS PER MONTH: 40 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS PER MONTH DURING SECURITIES TRADING HOURS: 40 BRIEFLY DESCRIBE YOUR DUTIES: INSURANCE AND ANNUITY SALES 2). Author of Finding Your Financial GPS INVESTMENT RELATED?: NO ADDRESS OF OTHER BUSINESS: 181 Bluffton Road, STE F201, Bluffton, South Carolina, 29910 NATURE OF OTHER BUSINESS: Author of book available for purchase on Amazon YOUR POSITION: Author START DATE: 07/2026 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS PER MONTH: 0-5% HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS PER MONTH DURING SECURITIES TRADING HOURS: 0-5% BRIEFLY DESCRIBE YOUR DUTIES: Author of Finding Your Financial GPS. The book is conducted and marketed under the umbrella of Graylark Financial, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-24 |
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