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S Valley Hwy 8310, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-28 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Jd Mellberg Financial, Llc | Tucson | AZ | 05/2017 | 10/2019 |
| Secure Investment Management, Llc | Tucson | AZ | 10/2018 | 01/2019 |
| Cannon Insurance Solutions, Inc. | Tigard | OR | 01/2007 | Present |
| Specialized Advisors, Llc | Dallas | TX | 01/2019 | 10/2019 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 12/2019 | 10/2021 |
| Impact Partnership Wealth, Llc | Kennesaw | GA | 07/2022 | 06/2023 |
Cannon Insurance Solutions, Inc. - Investment related business - 12980 SW Katherine ST Tigard OR 97223 - 10 Hours monthly during trading hours - sales of various insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-05 |
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