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Parker, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Group | Lone Tree | CO | 02/2016 | 07/2018 |
| Tax And Business Services Llc | Parker | CO | 07/2018 | Present |
| Monument Wealth, Inc | Parker | CO | 03/2024 | Present |
| T. S. Allen & Associates, Llc | Parker | CO | 10/2019 | Present |
Trisha Sherrian Allen is an accountant and owner of T. S. Allen & Associates, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-03 |
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