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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-30 |
| FL | RA | APPROVED | 2024-09-27 |
| CO | RA | APPROVED | 2024-01-19 |
| SC | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
201 E Las Animas Street Suite 111, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Colorado Springs | CO | 02/2015 | 03/2017 |
| Mml Investors Services, Llc | Colorado Springs | CO | 03/2017 | 01/2020 |
| Woodbury Financial Services Inc | Colorado Springs | CO | 01/2020 | 01/2024 |
| Osaic Wealth, Inc. | Colorado Springs | CO | 01/2024 | Present |
1. LOWELL METRO DISTRICT POSITION: Director NATURE: Board INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/13/2020 ADDRESS: 201 E Las Animas St, Ste. 111, Colorado Springs CO 80903, United States DESCRIPTION: Review of debt service for the district.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-08 |
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