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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-09 |
| CO | RA | APPROVED | 2024-04-30 |
| TX | RA | APPROVED_RES | 2024-04-30 |
Branch Locations
124 North 6Th Street, Grand Junction, CO 81501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Arvada | CO | 09/2010 | 04/2024 |
| Nylife Securities Llc | Arvada | CO | 09/2010 | 04/2024 |
| Eagle Strategies Llc | Arvada | CO | 03/2014 | 04/2024 |
| High Point Financial Group, Llc | Grand Junction | CO | 10/2018 | 04/2024 |
| Osaic | Grand Junction | CO | 04/2024 | Present |
| Crestone Wealth Advisors, Llc | Grand Junction | CO | 04/2024 | Present |
1. INSURANCE BROKER POSITION: Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2013 ADDRESS: 124 N 6th, Grand Junction CO 81501, United States DESCRIPTION: Brokered Insurance product sales 2. ENK, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2014 ADDRESS: 124 N 6th, Grand Junction CO 81501, United States DESCRIPTION: Ownership of office building. Collect rents, pay bills and make sure building maintenance is completed. 3. FK LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2018 ADDRESS: 124 N 6th, Grand Junction CO 81501, United States DESCRIPTION: Run payroll and pay office bills 4. FK LLC DBA CRESTONE WEALTH ADVISORS POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2018 ADDRESS: 124 N 6th, Grand Junction CO 81501, United States DESCRIPTION: We will operate or securities business and advisory practice under the DBA. We will run staff payroll and pay office bills. 5. PGK FINANCIAL LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2024 ADDRESS: 124 N 6th St, Grand Junction CO 81501, United States DESCRIPTION: This is an LLC for personal payroll and business related expenses. 6. TWENTY11 POSITION: Member NATURE: This is a new LLC for an office building that we will close on 11/1/2025. We hope to move into the building in early 2026. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2025 ADDRESS: 124 N 6th, Grand Junction CO 81501, United States DESCRIPTION: Real estate ownership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-06 |
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