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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-07-27 |
Branch Locations
2000 S. Colorado Blvd., Suite 150, Denver, CO 80222 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services Corporation | Denver | CO | 09/2014 | 12/2016 |
| Principal Life Insurance Company | Denver | CO | 09/2014 | 12/2016 |
| Impact Financial Llc | Denver | CO | 03/2016 | 12/2016 |
| Sheridan Road Advisors, A Hub International Company | Denver | CO | 03/2021 | Present |
| Goldleaf Partners | Denver | CO | 11/2016 | 03/2021 |
| Global Retirement Partners, Llc | San Rafael | CA | 07/2022 | Present |
FIXED INSURANCE sales; LIFE, ANNUITIES, DI, LTC; started 04/06/16 Not investment related. HUB International: W2 Employee; March 2021.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-22 |
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