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Current Employers
One Brick Planning & Consulting, Llc

5500 Greenwood Plaza Blvd #130, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-12
CO RA APPROVED 2015-12-07
  • TX RA
    APPROVED_RES
    Since 2025-03-12
  • CO RA
    APPROVED
    Since 2015-12-07

Branch Locations

5500 Greenwood Plaza Blvd #130, Greenwood Village, CO 80111 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
One Brick Planning & Consulting, Llc Denver CO 06/2015 Present
One Brick Financial Concepts Llc Denver CO 01/2017 Present
Other Businesses

ORG NAME:One Brick Financial Concepts LLC| ORG ADDR:Denver, CO, US | NATURE OF BUS:Tax/Other Financial | INVST REL:N | TITLE:Member/Owner | DUTIES: Tax Prep| START DT:01/2017 | TOTAL HRS P/M:80 | SEC TRDNG HRS P/M:20

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-26
S63 Uniform Securities Agent State Law Examination 2013-09-23
  • S65 Uniform Investment Adviser Law Examination
    2015-09-26
  • S63 Uniform Securities Agent State Law Examination
    2013-09-23

View on SEC IAPD

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