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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-22 |
| TX | RA | APPROVED | 2024-05-22 |
Branch Locations
3500 John F Kennedy Parkway Suite 300, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Techlife Marketing | Fort Collins | CO | 07/2009 | 01/2020 |
| Universal Logic, Inc. | Nashville | TN | 08/2009 | 09/2018 |
| Aleph Objects, Inc. | Loveland | CO | 09/2018 | 07/2019 |
| Thrivent Investment Management Inc | Fort Collins | CO | 11/2019 | 07/2021 |
| Thrivent Financial | Appleton | WI | 12/2019 | 06/2020 |
| Thrivent Financial | Appleton | WI | 06/2020 | 07/2021 |
| Lpl Financial Llc | Loveland | CO | 07/2021 | 05/2024 |
| Wells Fargo Advisors Financial Network, Llc | Loveland | CO | 05/2024 | Present |
1) 7/2021- RL Farmer Wealth Strategies, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Loveland, CO 3) 2/8/2022 - Exclusive Insurance Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/01/2022 - 8 Hours Per Month/3 Hours During Securities Trading. TECHLIFE LLC; INV RELATED; FORT COLLINS, CO; 100% OWNERSHIP; START DATE 5/22/2024; 1 HOUR PER MONTH; 0 DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-06 |
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