Best Investors Account Sign in
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-22
CO RA APPROVED 2024-06-11
  • TX RA
    APPROVED
    Since 2026-07-22
  • CO RA
    APPROVED
    Since 2024-06-11

Branch Locations

2827 E Harmony Rd, Fort Collins, CO 80528 • United States

1700 Lincoln St 10Th & 11Th Fls [Ma/Md-Rbo], Denver, CO 80203 • United States

1412 Hahns Peak Dr, Loveland, CO 80538 • 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
Cuna Mutual Group Waverly IA 09/2016 06/2024
Cuna Brokerage Services, Inc. Waverly IA 09/2016 06/2024
Lpl Financial Llc Fort Collins CO 05/2022 06/2024
Wells Fargo Clearing Services, Llc Denver CO 06/2024 Present
Previous Registrations
  • 2022-05-18 → 2024-06-17
    Loveland, CO
    Fort Collins, CO
    Fort Collins, CO
  • 2016-09-19 → 2022-05-18
    Cuna Brokerage Services, Inc.
    West Lafayette, IN
    West Lafayette, IN
    Lafayette, IN
    West Lafayette, IN
    Lafayette, IN
    Lafayette, IN
    La Porte, IN
    Crown Point, IN
    Loveland, CO
    Fort Collins, CO
  • 2014-12-19 → 2016-08-29
    Ada, MI
    Osage Beach, MO
    Columbia, MO
Other Businesses

REDDER MOTO, LLC, NOT INVT RELATED, FORT COLLINS, CO, 100% OWNERSHIP, START DATE 6/12/2024, 8 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF MOTORCYCLE COACHING BUSINESS. |

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-10-29
S65 Uniform Investment Adviser Law Examination 2014-12-19
  • S63 Uniform Securities Agent State Law Examination
    2015-10-29
  • S65 Uniform Investment Adviser Law Examination
    2014-12-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fort Collins, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor