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Colorado Springs, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-15 |
| CO | RA | APPROVED | 2026-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strong Mountains Financial Planning Llc | Colorado Springs | CO | 03/2026 | Present |
| Usaa | Colorado Springs | CO | 03/2025 | 04/2026 |
| Personal Sabbatical | Colorado Springs | CO | 03/2024 | 03/2025 |
| Usaa | Colorado Springs | CO | 04/2022 | 03/2024 |
| Progressive Insurance | Colorado Springs | CO | 05/2021 | 04/2022 |
| Usaa | Colorado Springs | CO | 06/2003 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-30 |
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