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18925 Base Camp Road Suite 203, Monument, CO 80132 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-19 |
| NY | RA | APPROVED | 2024-05-13 |
Branch Locations
420 Lexington Avenue, Suite 1705, New York, NY 10170 • United States
Jupiter, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Investment | New York | NY | 04/2016 | 05/2021 |
| Advisors Asset Management, Inc | Monument | CO | 06/2021 | 05/2025 |
| Advisors Asset Management, Inc | Monument | CO | 05/2025 | Present |
Proprietor of two residential rental condos in Jupiter Florida area as of 2020. Not securities investment related. Addresses of each condo: 1155 Main street, unit 209 Jupiter Fl. 33477 1 bedroom rented 4910 Bonsai circle, unit 202 Palm Beach Gardens Fl. 33418 2 bedroom rented Minimal time investment (less than an hour a week and not during business hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-01 |
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