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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-01 |
| CO | RA | APPROVED | 2023-01-31 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
9781 S. Meridian Blvd. Suite 300, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yeomans Photography/Photo Booth Bliss, Llc | Centennial | CO | 12/2004 | Present |
| Centennial Advisor Group, Llc Dba Design Wealth Advisors | Englewood | CO | 05/2013 | Present |
| Accelerated Wealth Advisors, Llc | Colorado Springs | CO | 04/2015 | 01/2023 |
| Accelerated Wealth, Llc | Colorado Springs | CO | 04/2015 | 01/2023 |
| Accelerated Insurance Group | Englewood | CO | 07/2014 | 01/2023 |
| Rfg Advisory, Llc D/B/A Design Wealth Advisors | Englewood | CO | 01/2023 | Present |
1. DESIGN WEALTH ADVISORS. INVESTMENT-RELATED=YES. 10700 E. GEDDES AVE, SUITE 150, ENGLEWOOD, CO 80112. DBA/OWNER. IAR/OWNER. START 5/2013. 160 HOURS/MONTH DURING SECURITIES TRADING HOURS. INVESTMENT ADVISOR. 2. DESIGN HOLDINGS, LLC. INVESTMENT-RELATED=NO. 10700 E. GEDDES AVE, SUITE 150, ENGLEWOOD, CO 80112. HOLDING COMPANY. ZERO HOURS/MONTH. NO SPECIFIC DUTIES. 3. BFREE PROPERTIES, LLC. INVESTMENT-RELATED=NO. PO BOX 211, LARKSPUR, CO 80118. REAL ESTATE HOLDING COMPANY. PRESIDENT. 10 HOURS/MONTH; ZERO HOURS DURING SECURITIES TRADING HOURS. INVESTMENT PROPERTY OVERSIGHT AND BOOKKEEPING. 4. DESIGN INSURANCE GROUP LLC. INVESTMENT-RELATED=NO. 10700 E. GEDDES AVE, SUITE 150, ENGLEWOOD, CO 80112. P&C INSURANCE. ZERO HOURS/MONTH. NO SPECIFIC POSITION. 5. CENTENNIAL ADVISOR GROUP, LLC d/b/a DESIGN WEALTH ADVISORS AND DESIGN HEALTH. INVESTMENT-RELATED=YES. 10700 E. GEDDES AVE, SUITE 150, ENGLEWOOD, CO 80112. FINANCIAL AND INSURANCE SERVICES. PRESIDENT OF DESIGN WEALTH ADVISORS. 240 HOURS/MONTH; 6 HOURS DURING SECURITIES TRADING HOURS. FINANCIAL ADVISOR AND EMPLOYEE MANAGEMENT OVERSIGHT. 6. NY HOLDINGS, LLC. INVESTMENT-RELATED=NO. 10700 E. GEDDES AVE, SUITE 150, ENGLEWOOD, CO 80112. HOLDING COMPANY. OWNER. ZERO HOURS DEVOTED. PRESIDENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-06 |
| S66 | Uniform Combined State Law Examination | 2008-03-01 |
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