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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-28 |
Branch Locations
2145 Kipling Street , Lakewood , CO 80215 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Arvada | CO | 12/2016 | 02/2017 |
| All Protection Homebuyers Warranty | Denver | CO | 04/2016 | 11/2016 |
| Sun Cities Financial | Denver | CO | 02/2017 | 07/2019 |
| Merrigan Financial, Llc | Lakewood | CO | 06/2020 | Present |
| Jd Mellberg | Tucson | AZ | 09/2019 | 03/2020 |
| Foundations Investment Advisors, Llc | Lakewood | CO | 05/2026 | Present |
MERRIGAN FINANCIAL, LLC; INVESTMENT RELATED; 2145 KIPLING STREET LAKEWOOD, CO 80232; INSURANCE; POSITION: INSURANCE AGENT/PRESIDENT; START DATE: 06/2020;160 HRS PER MONTH DEVOTED TO OTHER BUSINESS; 160 HRS PER MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; HELPS CLIENTS WITH THEIR RETIREMENT WITH ANNUITIES/INSURANCE AND INCOME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-23 |
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