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2535 S Lewis Way Suite 201, Lakewood, CO 80227-6551 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-30 |
| CO | RA | APPROVED | 2014-07-21 |
Branch Locations
2535 S Lewis Way Suite 201, Lakewood, CO 80227-6551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Security Management | Lakewood | CO | 02/2014 | Present |
| National Planning Corporation | Lakewood | CO | 04/2014 | 10/2017 |
| 7 Seconds Of Fame | Denver | CO | 11/2010 | 05/2021 |
1) Insurance Agent, provides various life, disability, compensated for services, about 10% of time spent on Insurance 2) Prepares Tax returns, compensated, spends about 25% of her time on tax related services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-29 |
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