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S Valley Hwy 8310, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solomon Group Financial Services, Llc | Austin | TX | 10/2013 | Present |
| Blue Duck Wealth Management | Roswell | GA | 09/2016 | 03/2017 |
| Money U, Llc | Austin | TX | 11/2013 | Present |
| Wealth Watch Advisors | Englewood | CO | 10/2020 | Present |
1.) LICENSED INSURANCE AGENT WHO DERIVES COMMISSIONS FROM THE SALE OF INSURANCE PRODUCTS. 2.) Agent for Legal Shield apx 2 hours a week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-27 |
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