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11852 Shaffer Drive Building B, Littleton, CO 80127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-02-03 |
| TX | RA | APPROVED | 2020-02-03 |
Branch Locations
11852 Shaffer Drive Building B, Littleton, CO 80127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self | Denver | CO | 03/1992 | Present |
| First Financial Equity Corporation | Greenwood Village | CO | 04/2010 | 02/2020 |
| Whipplewood Advisors, Llc | Littleton | CO | 02/2020 | Present |
SELF-EMPLOYED, CPA, TAX PREPARATION FOR A SMALL NUMBER OF CLIENTS. 20 HRS/YR. PAID FOR SERVICES PERFORMED. NOT INVESTMENT RELATED Whipplewood CPAs, CPA, TAX PREPARATION FOR A SMALL NUMBER OF CLIENTS. 20 HRS/YR. PAID FOR SERVICES PERFORMED. NOT INVESTMENT RELATED Insurance Sales, Licensed Insurance Agent with State of Colorado, Provide Insurance products through various Insurance companies, Less than 10% of time monthly
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-09 |
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