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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-17 |
| TX | RA | APPROVED | 2025-11-17 |
Branch Locations
1345 S Broadway, Denver, CO 80237 • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Denver | CO | 02/2015 | 08/2020 |
| Mml Investors Services Llc | Denver | CO | 04/2015 | 08/2020 |
| Colorado Wealth Group, Llc | Denver | CO | 08/2020 | 11/2025 |
| Savvy | Denver | CO | 11/2025 | Present |
1. LADL Insurance Sales. Stat Date: January 2010. Investment-related. Life, Annuity, Disability, and Long-term Care Insurance Sales. Broker. Time Spent: 2-4 hrs/mo. Colorado Wealth Group and/or Harp Financial Group (100% Steven Harp) may get paid insurance commissions directly from insurance companies. 2. 1345 Broadway, LLC- Start Date: May 2019 - Manager -Investment related- Personal real estate investments and rental properties. Time Spent: 2 hrs/mo. 3. Harp Financial Group LLC - Start Date: April 2015 - President - Not investment related - Entity used for processing of bookkeeping and payroll for investment advisory services. Time Spent: 10 hr/mo. 4. Gratitude Ventures LLC - Start Date: February 2025 - Managing Member - Investment related - Entity used for holding equity in Startup companies. Time Spent: 1 hr/mo. 5. Floteq USA LLC. Start Date: February 2025. Not investment-related. Food and Beverage Technology. Board of Directors. 0-4 hrs/mo. Floteq provides solutions for the retail, distribution, and brewing industries. Floteq USA is creating groundbreaking technology in the draft beverage industry for data collection and flow monitoring. Time Spent: 1 hr/week 6. Tax Prep Services via Colorado Wealth Group. Start Date: January 2026. Tax Prep Service. CEO, Colorado Wealth Group. Time Spent: 8-20 hrs/mo. Offering tax prep services at CWG, starting in early 2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-17 |
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