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Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-21 |
Branch Locations
Colorado Springs, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED_RES | 2022-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors | Colorado Springs | CO | 05/2014 | 06/2019 |
| Usaa Financial Planning Services | Colorado Springs | CO | 05/2014 | 06/2019 |
| Usaa Investment Management Company | Peyton | CO | 01/2018 | 06/2019 |
| Edward Jones | Colorado Springs | CO | 12/2019 | 04/2021 |
| Unemployed | Colorado Springs | CO | 07/2019 | 11/2019 |
| Unemployed | Colorado Springs | CO | 04/2021 | 06/2021 |
| Carriere Financial Planning Llc | Colorado Springs | CO | 06/2021 | Present |
| Origin Financial | San Francisco | CA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-10 |
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