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Current Employers
Intentional Wealth Strategies

1125 Kelly Johnson Blvd. Suite 111, Colorado Springs, CO 80920 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-08-07
  • MD RA
    APPROVED
    Since 2025-08-07

Branch Locations

1125 Kelly Johnson Blvd. Suite 111, Colorado Springs, CO 80920 • United States

Elkridge, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intentional Wealth Strategies Elkridge MD 03/2025 Present
Self Employed Elkridge MD 11/2024 02/2025
Self Employed Jackson MS 01/2023 10/2024
Unemployed Jackson MS 05/2015 12/2022
  • 03/2025 → Present
    Elkridge, MD
  • 11/2024 → 02/2025
    Self Employed
    Elkridge, MD
  • 01/2023 → 10/2024
    Self Employed
    Jackson, MS
  • 05/2015 → 12/2022
    Unemployed
    Jackson, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-03
  • S65 Uniform Investment Adviser Law Examination
    2023-11-03

View on SEC IAPD

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