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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-06-15 |
| SD | RA | APPROVED | 2023-05-12 |
Branch Locations
4600 S Syracuse St Ste 1000, Denver, CO 80237 • United States
Box Elder, SD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 02/2022 |
| Colorado Financial Planning | Denver | CO | 02/2010 | 02/2022 |
| Principal Life Insurance Company | Denver | CO | 02/2022 | Present |
| Principal Securities Inc | Denver | CO | 02/2022 | Present |
| Live Your Dream Financial | Denver | CO | 08/2022 | 09/2022 |
| Live Your Dream Financial Services | Denver | CO | 09/2022 | Present |
FIXED INSURANCE POSITION: Registered Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 02/16/2022 ADDRESS: 4600 S Syracuse St, Ste 1000, Denver CO 80237, United States DESCRIPTION: Fixed insurance: life, disability, annuities, long term care, health, Medicare supplements & group benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-26 |
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