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S Valley Hwy 8310, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Denver | CO | 12/2005 | 04/2018 |
| Alpha Solutions Mgt | Okemos | MI | 06/2018 | Present |
| Gradient Advisors Llc | Arden Hills | MN | 03/2019 | Present |
| Wealth Watch Advisors, Inc. | Englewood | CO | 04/2024 | Present |
| Wealth Watch Advisors, Inc. | Englewood | CO | 04/2024 | Present |
1) dba: Strong Financial, Inc; Investment Related; 3245 Moore St, Wheat Ridge, CO 80033; Financial & Retirement Planning; Owner; Start Date 03/2019 2) Alpha Solutions Management; Investment Related; 2133 University Park Dr, Ste 600, Okemos, MI 48864; Marketing fixed products to insurance & registered reps; Wholesaler; Start date 06/2018; 80 hrs/mo, Commission 3) Personal Benefit Services Fed Training LLC - Yes - 191 University Blvd #382 Denver CO 80206 - Seminars for federal Employees - Owner - 4/1/2020 - 36 hours - conducting seminars
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-04 |
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