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Denver, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-17 |
| CO | RA | APPROVED | 2025-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Denver | CO | 02/2017 | 04/2019 |
| Mml Investors Services | Denver | CO | 02/2017 | 04/2019 |
| Davita Healthcare Partners | Denver | CO | 02/2012 | 01/2017 |
| Integra Financial, Inc. | Greenwood Village | CO | 04/2019 | Present |
| Weisert Wealth Management, Llc Dba 46 North Financial | Denver | CO | 12/2016 | Present |
1. Integra Financial, Inc.; investment related; 5105 DTC PARKWAY SUITE 316 GREENWOOD VILLAGE, CO 80111; Financial Services; Investment Advisor Representative; 04/24/2019; 60-100 hours per month; 40-80 hours during trading hours; Provide investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-09 |
| S65 | Uniform Investment Adviser Law Examination | 2011-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-19 |
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