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2271 Lava Ridge Court Suite 200, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-17 |
Branch Locations
2271 Lava Ridge Court Suite 200, Roseville, CA 95661 • United States
8310 South Valley Highway Ste. 300, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakewood Hills Investments, Llc | Denver | CO | 08/2008 | 04/2024 |
| Royal Fund Management Dba Darling Wealth Management, Llc | Castle Pines | CO | 05/2022 | 04/2024 |
| Hansen & Associates | Englewood | CO | 04/2024 | Present |
Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 11/20/2024. Licensed and registered to sell life, accident, and other lines of insurance for Financial Gravity Enhanced Markets, LLC. dedicating approximately 5% of his time on insurance-related activities. Conflict of interest due to additional compensation on these products. Darling Wealth Management, LLC an investment related company as Managing Member since 6/2023. Provides marketing services used for the Royal Fund. Dedicating 40 hours a month and 40 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-14 |
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