Sara Lovetere Keith

Current Employers

Financial Security Management, Inc

2535 S Lewis Way Suite 201, Lakewood, CO 80227-6551 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2017-06-07
CO	RA	APPROVED	2014-07-21

TX RA
APPROVED_RES

Since 2017-06-07
CO RA
APPROVED

Since 2014-07-21

Branch Locations

2535 S Lewis Way Suite 201, Lakewood, CO 80227-6551 • United States

2535 S. Lewis Way Suite 201, Lakewood , CO 80227 • 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

Organization	City	State	From	To
Financial Security Management, Inc	Lakewood	CO	07/2013	Present
National Planning Corporation	Lakewood	CO	07/2013	11/2017

07/2013 → Present

Financial Security Management, Inc

Lakewood, CO
07/2013 → 11/2017

National Planning Corporation

Lakewood, CO

Other Businesses

1) Prepares Tax Returns 2535 S. Lewis Way #201 Lakewood CO 80227, Tax Services, Tax Preparation 1/1/2014, Compensated, about 25% of time spent on tax prep

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-06-20

S66 Uniform Combined State Law Examination

2014-06-20