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5975 South Quebec Street Suite 310, Centennial, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-20 |
| CO | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED | 2018-05-23 |
Branch Locations
5975 South Quebec Street Suite 310, Centennial, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Englewood | CO | 10/2001 | 10/2017 |
| Independent Insurance Sales Agent | Greenwood Village | CO | 08/1990 | Present |
| Raymond James Financial | Englewood | CO | 01/2009 | 10/2017 |
| Attorneyterm.COm | Greenwood Village | CO | 11/2011 | Present |
| Peak Planning Group Llc | Englewood | CO | 12/2005 | Present |
| Ppg Homes, Llc | Englewood | CO | 02/2014 | Present |
| Peak Planning Group, Llc | Denver | CO | 10/2017 | Present |
| Niagara International Capital Limited | San Diego | CA | 10/2017 | 06/2018 |
| Kingswood Capital Partners, Llc | San Diego | CA | 06/2018 | 10/2023 |
1. ATTORNEYTERM.COM - GREENWOOD VILLAGE, CO. INSURANCE AGENT/SALES. STARTED 11/10/2011 TO PRESENT. 20 HOURS WEEKLY, 10 DURING TRADING HOURS. 2. PEAK PLANNING GROUP LLC - ENGLEWOOD, CO. 12/2005 TO PRESENT - NON-VARIABLE INSURANCE - AGENT - 10 HOURS PER MONTH - 5 HOURS DURING TRADING HOURS - INVESTMENT RELATED. 3. PPG HOMES, LLC; INVESTMENT RELATED; ENGLEWOOD, CO; 2/14/2014- PRESENT; SINGLE MEMBER LLC, SOLE OWNER AND INVESTOR, RENTAL REAL ESTATE; 10 HRS/MONTH, 5 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-06-26 |
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