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Longmont, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2014-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moneyfull, Llc | Denver | CO | 12/2013 | Present |
I enroll health insurance clients into health insurance plans through my licensed agency Healthfull, LLC. I am paid a commission by the insurance carrier so this service is free to my clients. This is not investment related. On average, I devote < 10 hours per week to this activity. Residential rental property, not investment related and devote < 5 hours per week to this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-29 |
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