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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-08 |
| TX | RA | APPROVED | 2024-01-08 |
Branch Locations
555 Middle Creek Pkwy, Colorado Springs, CO 80921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Colorado Springs | CO | 02/2014 | 10/2020 |
| Usaa Financial Planning Services | Colorado Springs | CO | 04/2014 | 10/2020 |
| Usaa Investment Management Company | Colorado Springs | CO | 01/2018 | 10/2020 |
| T. Rowe Price Investment Services, Inc. | Colorado Springs | CO | 11/2020 | 11/2020 |
| Accelerated Wealth Advisors Llc | Colorado Springs | CO | 12/2020 | 01/2024 |
| Rfg Advisory, Llc Dba Confidence Financial Partners | Colorado Springs | CO | 01/2024 | Present |
TRIAD PARTNERS; INVESTMENT-RELATED; 730 NEW HAMPSHIRE ST., SUITE 222, LAWRENCE, KS 66044; INSURANCE IMO; FINANCIAL ADVISOR; START 01/15/2024; 80 HOURS PER MONTH DURING SECURITIES TRADING HOURS; INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-02 |
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