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Glenwood Springs, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-29 |
| CA | RA | APPROVED | 2026-06-26 |
| AZ | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED | 2026-03-27 |
Branch Locations
Glenwood Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Arvada | CO | 09/2013 | 12/2016 |
| Nylife Securities Llc | Arvada | CO | 11/2013 | 12/2016 |
| Ny Life | Arvada | CO | 10/2014 | 10/2017 |
| Alpine Bank Wealth Management | Grand Junction | CO | 11/2017 | 04/2021 |
| Tnl Asset Management Dba Snowball Wealth Management | Boulder | CO | 05/2021 | 03/2026 |
| Sb Investment Partners,Llc Dbaevolution Vision Wealth Management | Glenwood Springs | CO | 03/2026 | Present |
1) HagsLLC: This is an real estate company that currently holds two rental properties. Kevin owns 85%. He spends 30 minutes a month on management functions. 2) SB Executive Service LLC: This is a bill pay company that handles monthly bill paying functions for its clients. Kevin owns 50%. He spends four hours per month communicating expense and planning objectives with clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-13 |
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