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422 East Vermijo Avenue, Suite 200A, Colorado Springs, CO 80903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-30 |
Branch Locations
422 East Vermijo Avenue, Suite 200A, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price Investment Services | Colorado Springs | CO | 05/2015 | 08/2023 |
| Accelerated Wealth Advisors Llc | Colorado Springs | CO | 08/2023 | 02/2024 |
| Cwm, Llc | Omaha | NE | 02/2024 | 06/2026 |
| Carson Wealth | Colorado Springs | CO | 02/2024 | 10/2024 |
| Carson Wealth | Colorado Springs | CO | 10/2024 | 06/2026 |
| Exceptional Wealth Family Office | Colorado Springs | CO | 06/2026 | Present |
1.Fixed insurance sales, Exceptional Insurance, located in CO; up to 15% time spent during business hours; Conducted from branch office location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-12 |
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