Adam Allsop

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-01-27

Branch Locations

2195 N Hwy 83, Franktown, CO 80116 • United States

9233 E Lincoln Ave, Lone Tree, CO 80124 • United States

5613 Dtc Parkway 9Th Fl [Mb-Rbo], Greenwood Village, CO 80111 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Cuso Financial Services, Lp	San Diego	CA	04/2013	12/2019
Gateway Services Group, Llc	Englewood	CO	04/2013	12/2019
Cuna Brokerage Services, Inc.	Waverly	IA	12/2019	12/2019
Cuna Mutual Group	Waverly	IA	12/2019	05/2022
Lpl Financial Llc	Highlands Ranch	CO	05/2022	09/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Greenwood Village	CO	10/2024	01/2025
Bank Of America, N.A.	Greenwood Village	CO	11/2024	01/2025
Wells Fargo Clearing Services, Llc	Greenwood Village	CO	01/2025	Present

04/2013 → 12/2019

Cuso Financial Services, Lp

San Diego, CA
04/2013 → 12/2019

Gateway Services Group, Llc

Englewood, CO
12/2019 → 12/2019

Cuna Brokerage Services, Inc.

Waverly, IA
12/2019 → 05/2022

Cuna Mutual Group

Waverly, IA
05/2022 → 09/2024

Lpl Financial Llc

Highlands Ranch, CO
10/2024 → 01/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greenwood Village, CO
11/2024 → 01/2025

Bank Of America, N.A.

Greenwood Village, CO
01/2025 → Present

Wells Fargo Clearing Services, Llc

Greenwood Village, CO

2024-11-25 → 2025-01-21

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greenwood Village, CO
2022-05-18 → 2024-09-27

Lpl Financial Llc

Castle Rock, CO
2019-12-23 → 2022-05-18

Cuna Brokerage Services, Inc.

Highlands Ranch, CO
2014-04-01 → 2019-12-13

Cuso Financial Services, L.P.

Englewood, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-03-31

Other Firms