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7900 East Union Avenue Suite 1100, Dever, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-11-02 |
Branch Locations
7900 East Union Avenue Suite 1100, Dever, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities Inc | Greenwood Village | CO | 02/2013 | 01/2018 |
| Agemy Financial Strategies | Guilford | CT | 02/2018 | Present |
| Agemy Wealth Advisors, Llc | Guilford | CT | 11/2018 | Present |
AGEMY FINANCIAL SERVICES; NON-INVESTMENT RELATED; 1570 BOSTON POST ROAD, SUITE 400, GUILFORD, CT 06437; MANAGER OF ACCOUNT SERVICES; START DATE: 02/2018; SPENDS APPROXIMATELY 70% OF HIS TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-06 |
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