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Lees Summit, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-05-27 |
| MO | RA | APPROVED | 2026-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Precision Wealth Advisors | Colorado Springs | CO | 12/2019 | Present |
| Producers Financial Network | Colorado Springs | CO | 07/2013 | 12/2019 |
I work approximately 50 hours/monthly (All primarily during securities trading hours) as an employee for Precision Wealth Advisors to aid with trades/rebalancing in accordance with their investment policies, and I also complete investment research. My position would be trader/investment analyst. The business is investment related. Precision Wealth Advisors is a Financial advising firm underneath Cambridge Investment Research, and I started at Precision Wealth Advisors around 12/2019. Their address is 7035 Campus Drive, Suite 911, Colorado Springs, CO 80920.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-20 |
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