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2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-02-12 |
| AR | RA | APPROVED | 2023-01-13 |
| GA | RA | APPROVED | 2022-01-07 |
| NE | RA | APPROVED | 2022-01-07 |
| NY | RA | APPROVED | 2022-01-05 |
| NC | RA | APPROVED | 2022-01-05 |
| OK | RA | APPROVED | 2022-01-05 |
| PA | RA | APPROVED | 2022-01-05 |
| SD | RA | APPROVED | 2022-01-05 |
| TX | RA | APPROVED | 2022-01-05 |
| VA | RA | APPROVED | 2022-01-05 |
| WI | RA | APPROVED | 2022-01-05 |
| IL | RA | APPROVED | 2020-03-04 |
| MI | RA | APPROVED | 2019-12-18 |
| WY | RA | APPROVED | 2019-12-18 |
| CA | RA | APPROVED | 2017-04-20 |
| NV | RA | APPROVED | 2015-05-14 |
| FL | RA | APPROVED | 2015-01-16 |
| WA | RA | APPROVED | 2013-10-28 |
| AZ | RA | APPROVED | 2011-10-27 |
| CO | RA | APPROVED | 2011-04-13 |
Branch Locations
12000 N Pecos St, Ste 290, Westminster, CO 80234 • United States
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • UNITED STATES
2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jolliffe Capital, Inc. | Scottsbluff | NE | 11/2007 | 06/2018 |
| Sunbelt Securities Inc | Houston | TX | 12/2010 | Present |
| Innovative Financial Partners, Llc. (Dba) | Westminster | CO | 02/2004 | Present |
| Familywealth (Ria) | Denver | CO | 01/2018 | 10/2023 |
| Advisersource.COm, Llc | Aurora | CO | 09/2017 | 12/2017 |
1) INNOVATIVE FINANCIAL PARTNERS, LLC. (DBA) Investment-Related. 12000 N Pecos St, Ste 290, Westminster, CO 80234. Start Date 2/2004 DBA 2) INSURANCE DESIGNERS OF KANSAS CITY. (OBA) NOT INVESTMENT RELATED. 9401 INDIAN CREEK PARKWAY, SUITE 150, OVERLAND PARK, KS 66210. INSURANCE REPRESENTATIVE. NO RELATIONSHIP. START: 11/2007. COMMISSION FROM INSURANCE SALES. 20 HOURS A WEEK, 1 TO 2 HOURS A DAY DURING TRADING HOURS. 3) COLORADO FALLEN FIRE FIGHTERS FOUNDATION (OBA): NOT INVESTMENT RELATED. PO BOX 470097, AURORA, CO 80047. CHARITY ORGANIZATION THAT BENEFITS FALLEN FIRE FIGHTER FAMILIES. PRESIDENT. NO RELATIONSHIP. START: 04/01/2013. NO COMPENSATION. 2 TO 3 HOURS A MONTH, 1 HOUR A MONTH DURING TRADING HOURS. 4) IFP Insurance Services LLC (OBA): Not investment related. 12000 N Pecos St, Ste 290, Westminster, CO 80234. Life/Fixed Insurance. Owner/agent. Start: 12/2020. 2 to 6 hours a week, during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-05-13 |
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