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18925 Base Camp Road Suite 203, Monument, CO 80132 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-12 |
Branch Locations
1499 W. Palmetto Park Road Suite 401, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors Asset Management, Inc | Monument | CO | 07/2025 | Present |
| Capital Grille | Chestnut Hill | MA | 05/2021 | 08/2021 |
| Waxy O'COnnors | Bedford | MA | 08/2020 | 11/2020 |
| Waxy O'COnnors | Bedford | MA | 03/2021 | 05/2021 |
| School | Newton | MA | 08/2014 | 05/2020 |
| Union College | Schenectady | NY | 09/2021 | 05/2025 |
| Unemployed | Newton | MA | 12/2020 | 03/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-10 |
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