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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-17 |
| CO | RA | APPROVED | 2024-01-12 |
| TX | RA | APPROVED | 2024-01-12 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
112 West D Street Suite 201D, Pueblo, CO 81003 • United States
1910 Vindicator Drive Suite 104, Colorado Springs, CO 80919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Colorado Springs | CO | 09/2005 | 01/2024 |
| Triad Advisors | Norcross | GA | 01/2024 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 01/2024 | Present |
| Osaic Wealth, Inc. | Colorado Springs | CO | 08/2024 | Present |
1)Book sales;not investment related;2545 Pasco Verde,Colorado Springs,CO 80904;book authorship & sales;author;11/1/2023;10 hrs/month;0 hrs during trading;market a book to generate sales 2)Appointment with multiple carriers; investment related;1910 Vindicator Dr,#104,Colorado Springs, CO 80919;appt with multiple insurance carriers; financial advisor;1/20245 hrs/month;5 hrs during trading; work with various insurance producers to obtain illustrations, quotes and place policies for clients 3)Growth Partnership LLC; not investment related;1910 Vindicator Dr,#104,Colorado Springs, CO 80919;llc w/ S corp election; partner/member;1/1/2022;10-15 hrs/month;0 hrs during trading; administrative & operational support, managing expenses of financial planning practice, payroll 4)Growth Partnership LLC; investment related;1910 Vindicator Dr,Suite 104,Colorado Springs, CO 80919;outside employment,W2 employee of Growth Partnership; financial advisor;1/1/2022;120 hrs/month;120 hrs during trading; provide financial planning & investment services to clients ,oversee practice functions and strategic plans in support of team members; 5)Life Well Lived Financial Group; investment related;1910 Vindicator Dr,#104,Colorado Springs, CO 80919;team practice name under Growth Partnership LLC; financial advisor;1/2022;50 hrs/month;50 hrs during trading; financial advisor providing financial planning & investment advice as a team member, dba Life Well Lived Financial Group, leadership team member within LWLFG 6)Paul Franco 10X, LLC; investment related;2545 Paseo Verde, Colorado Springs, CO 80904;llc as S corp; owner/financial advisor;1/2024;100+ hrs/month;100+ hrs during trading; llc with S corp to receive payments and K1 profits from Growth Partnership LLC for my advisory services 7) CASCADE 10X LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 11/19/2025 ADDRESS: 715 N. Cascade Ave, Colorado Springs CO 80903, United States DESCRIPTION: My wife and I purchased a commercial building. Upon renovation we will rent it to my financial planning business entity, Growth Partnership. Duties will be the management of the property, and tax reporting. 8) DEAN BENNETT ADVISORY SERVICES INC. PURCHASED BY GROWTH PARTNERSHIP POSITION: shareholder NATURE: advisory business INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2026 ADDRESS: 1910 Vindicator Drive, Suite 104, Colorado Springs, CO CO 80919, United States DESCRIPTION: No duties - entity is being dissolved
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-29 |
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