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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-02 |
Branch Locations
12200 E. Iliff Ave Suite 110, Aurora, CO 80014 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weblinc / Workarea Commerce Cloud | Philadelphia | PA | 06/2016 | 06/2018 |
| Gorilla Group / Wunderman Thompson | Chicago | IL | 07/2018 | 02/2019 |
| Bluebolt Solutions | Chicago | IL | 03/2019 | 11/2020 |
| Weblinc / Workarea Commerce Cloud | Denver | CO | 11/2020 | 01/2021 |
| Unemployed | Denver | CO | 01/2021 | 02/2021 |
| Postscript | Denver | CO | 03/2021 | 01/2024 |
| Unemployed | Denver | CO | 01/2024 | 03/2024 |
| Tydo | Denver | CO | 03/2024 | 01/2025 |
| Unemployed | Denver | CO | 01/2025 | 02/2025 |
| Integrity Advisory Solutions | Aurora | CO | 04/2025 | Present |
| Senior Benefit Services | Aurora | CO | 02/2025 | Present |
1. Senior Benefit Services; Investment related; 12200 E. Iliff Ave, Suite 110, Aurora, CO 80014; Insurance Sales; Insurance Agent; 02/01/2025; 10 hours per month; 0 hours during securities trading hours; Life, fixed annuity, and long term care sales 2. JK Financial; Investment related; 12200 E. Iliff Ave, Suite 110, Aurora, CO 80014; DBA for securities business; IAR; 04/02/2025; 50 hours per month; 30 hours during securities trading hours; IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-14 |
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