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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-12-08 |
Branch Locations
744 Horizon Court Suite 105, Grand Junction, CO 81506 • United States
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fic | Denver | CO | 09/2009 | 05/2017 |
| First Investors Advisory Services Llc | Denver | CO | 07/2014 | 05/2017 |
| D & K Llc | Highlands Ranch | CO | 02/2015 | 05/2017 |
| Lpl Financial Llc | Grand Junction | CO | 06/2017 | 02/2020 |
| Vectra Bank (Zb, Na) | Grand Junction | CO | 06/2017 | 02/2020 |
| Kestra Investment Services, Llc | Grand Junction | CO | 02/2020 | 08/2024 |
| Kestra Advisory Services, Llc | Grand Junction | CO | 02/2020 | 08/2024 |
| Cedrus, Llc | Littleton | CO | 08/2024 | 12/2024 |
| Srs Capital Advisors, Llc | Denver | CO | 12/2024 | Present |
1.) INDEPENDENT INSURANCE AGENT,INVESTMENT RELATED, LITTLETON, CO, START DATE 08/2024, VAIRABLE PRODUCTS, LIFE, AND ACCIDENT & HEALTH, APPROXIMATELY 4 HOURS PER MONTH TO ININSURNCE ACTIVITIES, SELL INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-22 |
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