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7900 East Union Avenue Suite 1100, Dever, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-12 |
| NY | RA | APPROVED | 2021-08-07 |
| CT | RA | APPROVED | 2016-10-07 |
Branch Locations
7900 East Union Avenue Suite 1100, Dever, CO 80237 • United States
7900 East Union Avenue Suite 1100, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Agemy Financial Strategies | Guilford | CT | 11/2013 | Present |
| Agemy Wealth Advisors, Llc | Guilford | CT | 10/2016 | Present |
| Client One Securities Llc | Denver | CO | 06/2014 | 10/2016 |
AGEMY FINANCIAL STRATEGIES, INVESTMENT RELATED 1570 BOSTON POST ROAD SUITE 200 GUILFORD, CT 06437 RETIREMENT PLANNING, ANNUITIES, LIFE INSURANCE, INVESTMENTS VICE PRESIDENT OF OPERATIONS AND PARTNER OF AGEMY FINANCIAL STRATEGIES RELATIONSHIP STARTED ON 11/2013 65 HOURS A MONTH 65 HOURS DURING SECURITY TRADING HOURS A MONTH I OVERSEE OPERATIONS, SERVICE CLIENTS, AND PROCESS SALES OF FIXED, INDEXED ANNUITIES AND LIFE INSURANCE SERENITY HILL OFFICE PARK LLC, NON-INVESTMENT RELATED 1570 BOSTON POST RD., SUITE 200, GUILFORD, CT 06437 RENTAL PROPERTY MANAGMENT OWNER SINCE 01/2018 1 HOUR/MTH NUMUIN CAPITAL, LLC, INVESTMENT RELATED 1570 BOSTON POST ROAD, SUITE 200 GUILFORD, CT 06437 OWNER SINCE 01/2022 24 HOURS A MONTH MINING BIT COIN AND DIGITAL ASSETS FINANCIAL STRATEGIES - RADIO SHOW ADDRESS SAME AS OFFICE RADIO SHOW HOST OWNER SINCE 06/2020 8 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-06 |
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