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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| WY | RA | APPROVED | 2020-02-06 |
| TX | RA | APPROVED | 2015-08-04 |
Branch Locations
401 W. Mountain Ave Suite 101, Fort Collins, CO 80521 • United States
125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 08/2013 | 11/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 08/2013 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 09/2020 |
| Lion Street Financial | Fort Collins | CO | 02/2024 | Present |
| Integrity Alliance, Llc. | Fort Collins | CO | 11/2025 | Present |
1) UNITED CAPITAL RISK MANAGEMENT, LLC POSITION: Insurance agent NATURE: Insurance agency used for processing fixed insurance and annuity business. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/08/2013 ADDRESS: 401 West Mountain Ave, Ste. 101, Fort Collins CO 80521, United States DESCRIPTION: acting as an insurance agent and submitting business 2) OWNER OF AGRICULTURE DELAWARE STATUTORY TRUST. LOCATED IN WELLINGTON, COLORADO. INVESTMENT RELATED. DUTIES INCLUDE DESIGN,LEGAL, AND FUNDING. 43 HOURS A MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-22 |
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