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2 West Dry Creek Circle Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-12 |
Branch Locations
2 West Dry Creek Circle Suite 100, Littleton, CO 80120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berenz Wealth Management, Llc | Littleton | CO | 09/2013 | Present |
| Berenz Wealth Management, Llc | Littleton | CO | 01/2015 | 12/2017 |
| Jeppsen | Littleton | CO | 12/2006 | 02/2019 |
| Berenz Tax, Inc. | Littleton | CO | 10/2017 | Present |
TAX PREPARATION SERVICES; STARTED 2.1.15; APPROX 90% OF TIME DURING TAX SEASON AND 10% DURING NON-TAX SEASON.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-22 |
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