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188 Inverness Drive West Ste 100, Centennial, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-07-10 |
Branch Locations
188 Inverness Drive West Suite 100, Centennial, CO 80112 • United States
157 Broad Street Suite 313, Red Bank, NJ 07701 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado Financial Service Corporation | Centennial | CO | 06/2012 | Present |
1) RGA WEALTH MANAGEMENT INC. 157 BROAD STREET SUITE 313, RED BANK NJ 07701 / INVESTMENT RELATED DBA S CORP SINCE AUG 2008 / OWNER / 100% OF TIME DEVOTED DURING MARKET HOURS. 2) SAFEGUARD MUTUAL INC. INSURANCE RELATED DBA FOR FINAL EXPENSE INSURANCE/157 BROAD STREET SUITE 313, RED BANK NJ 07701/10% OF TIME DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-17 |
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