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5975 South Quebec Street Suite 310, Centennial, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-10 |
Branch Locations
5975 South Quebec Street Suite 310, Centennial, CO 80111 • United States
1 Page Avenue Suite 208, Asheville, NC 28801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Planning Group, Llc | Asheville | NC | 02/2024 | Present |
| Kbr | Chantilly | VA | 05/2022 | 08/2023 |
| Sos International | Reston | VA | 07/2021 | 04/2022 |
| Leidos | Reston | VA | 02/2017 | 07/2021 |
| Deloitte Consulting Llp | Rosslyn | VA | 08/2013 | 02/2017 |
| Unemployed | N/A | XX | 09/2023 | 01/2024 |
1) Licensed insurance agent; Not investment-related; Asheville, NC, 28801; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent
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