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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-06 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
1819 Denver West Drive Suite 205, Lakewood, CO 80401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ralston Valley High School | Arvada | CO | 08/2015 | 05/2019 |
| 3 Sons Italian Restaurant | Arvada | CO | 05/2016 | 07/2019 |
| University Of Colorado - Boulder | Boulder | CO | 08/2019 | 05/2023 |
| The Guardian Group | Lakewood | CO | 03/2024 | Present |
| Larkburger | Boulder | CO | 06/2021 | 03/2022 |
| Unemployed | Arvada | CO | 05/2023 | 03/2024 |
| Creativeone Wealth, Llc | Overland Park | KS | 03/2024 | Present |
1.) The Guardian Group; Investment-related; yes; 1819 Denver West Drive, Suite 205, Lakewood, CO 80401; Annuity and Life Insurance Sales/Financial Planning; Financial Paraplanner; Start Date: 01/06/2025; 80 hrs/month with 70 hrs/month during trading hours; Financial Planner administrative duties assisting with Insurance products and sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-23 |
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