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6105 S. Main St. Ste. 200, Aurora, CO 80016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Denver | CO | 09/2014 | 10/2016 |
| Mml Investors Services, Llc | Denver | CO | 09/2014 | 10/2016 |
| Prudential Insurance Company Of America | Englewood | CO | 10/2016 | 02/2018 |
| Pruco Securities, Llc | Englewood | CO | 10/2016 | 02/2018 |
| Envisage Financial, Llc | Denver | CO | 02/2018 | 12/2021 |
| Keep It Simple Financial Planning | Orange | CA | 06/2019 | 09/2021 |
| Pruco Securities, Llc. | Littleton | CO | 09/2021 | 02/2023 |
| Prudential Insurance Company Of America | Littleton | CO | 10/2021 | 02/2023 |
| Trinity Wealth Partners, Llc | Denver | CO | 05/2023 | Present |
| Hathaway College Funding | Denver | CO | 01/2024 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-12-21 |
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