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1040 South Gaylord Street Suite 12, Denver, CO 80209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-04 |
| CA | RA | APPROVED | 2019-04-11 |
| AZ | RA | APPROVED | 2015-04-06 |
| SD | RA | APPROVED | 2015-03-23 |
| CO | RA | APPROVED | 2014-10-31 |
Branch Locations
1040 South Gaylord Street Suite 12, Denver, CO 80209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisor Evolution Group | Denver | CO | 05/2014 | Present |
| Private Client Wealth Advisors, Llc | Denver | CO | 03/2014 | Present |
| Washington Park Family Insurance, Llc | Denver | CO | 08/2016 | Present |
| Engage In Wealth | Denver | CO | 04/2016 | Present |
1. ADVISOR EVOLUTION GROUP; 1400 S. RACE ST, DENVER, CO 80210; NON-INVESTMENT-RELATED ACTIVITY: MANAGING PARTNER/CONSULTANT FOR BIZ CONSULTING AND MARKETING FIRM. APPROXIMATELY 10% OF TIME DEVOTED TO POSITION, SOME DURING TRADING HOURS. 2. INDEPENDENT INSURANCE AGENT;1400 S RACE STREET, DENVER, CO 80210; INVESTMENT RELATED; NATURE: INSURANCE SALES; POSITION: AGENT; NUMBER OF HOURS DEVOTED TO OTHER BUSINESS: 8 HOURS PER MONTH; NUMBER OF HOUR DEVOTED DURING TRADING HOURS; 8 HOURS PER MONTH; SALE OF INSURANCE RELATED PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-22 |
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