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Delray Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-07 |
Branch Locations
Delray Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resonate Church Network | Missoula | MT | 05/2020 | 09/2025 |
| Home Depot | Missoula | MT | 01/2019 | 05/2020 |
| Porchlight Life & Legacy | Grand Junction | CO | 06/2025 | Present |
| Student (Elementary, High School, University) | Meridian | ID | 08/2005 | 12/2022 |
Name of the other business(es): Porchlight Life & Legacy LLC. And Clearwater Analytics Whether the business is investment-related: Non-investment related. Address of the other business: 1161 Main St. Grand Junction, CO. 81501 Nature of the other business: Fixed Insurances Your position / Title: Owner / Principal Broker Start date of your relationship: 06/2025 Approximate number of hours/month you devote to the other business: 20-40 hours/month Number of hours you devote to the other business during securities trading hours: 5-10 hours/week during trading hours Briefly describe your duties relating to the other business: Quoting, Case Design, and Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-07 |
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