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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Colorado Springs | CO | 05/2014 | 06/2020 |
| Usaa Financial Planning Services | Colorado Springs | CO | 05/2014 | 07/2020 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | 07/2020 |
| Zeiders Enterprises | Colorado Springs | CO | 09/2020 | 05/2023 |
| Accelerated Wealth Advisors, Llc | Colorado Springs | CO | 07/2021 | 01/2024 |
| Accelerated Wealth, Llc | Colorado Springs | CO | 07/2021 | 01/2024 |
| Rfg Advisory, Llc Dba Confidence Financial Partners | Colorado Springs | CO | 01/2024 | Present |
| Magellan Federal | Colorado Springs | CO | 09/2023 | Present |
(1) 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. (2) MAGELLAN FEDERAL; NOT INVESTMENT-RELATED; 2800 SHIRKINGTON ROAD #350, ARLINGTON, VA 22206; MILITARY CONTRACTOR PROVIDING PERSONAL FINANCIAL COUNSELORS; PERSONAL FINANCIAL COUNSELOR; START 09/2023; 10 HOURS/MONTH NOT DURING SECURITIES TRADING HOURS; PERSONAL FINANCIAL COUNSELOR, EDUCATION AND COUNSELING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-09 |
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