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317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-11-19 |
Branch Locations
317 State Street, Guthrie Center, IA 50115 • United States
225 Union Blvd Suite 150, Lakewood, CO 80028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lt Consulting Inc. | Lafayette | CO | 08/2007 | 12/2018 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 11/2019 | Present |
| Aegis Financial | Wheat Ridge | CO | 01/2019 | Present |
1) Aegis Financial, investment related, Wheat Ridge, CO, Independent Marketing Organization, Start Date 01/2019, approximately 120 hours/month with 120 hours/month during securities trading hours, Insurance Agent selling Life and Annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-31 |
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