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7400 East Orchard Road Suite 130, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2014-04-08 |
Branch Locations
7400 East Orchard Road Suite 130, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wisdom Wealth Strategies, Llc | Denver | CO | 12/2009 | Present |
(1) NOTARY FOR THE STATE OF COLORADO/NOT INVESTMENT RELATED/DENVER, CO/NOTARY/5% OR LESS TIME EACH MONTH//(2) INSURANCE AGENT/INSURANCE RELATED/DENVER, CO/INDEPENDENT AGENT/5% OR LESS TIME EACH MONTH//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-20 |
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