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Highlands Ranch, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-16 |
| CO | RA | APPROVED | 2024-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Design Services, Llc | River Falls | WI | 07/2012 | 10/2020 |
| Founders Financial Securities, Llc | Towson | MD | 10/2020 | 10/2024 |
| Resolute Retirement Consulting | Highlands Ranch | CO | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-13 |
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