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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-08-02 |
Branch Locations
7979 E Tufts Suite 1550, Denver, CO 80237 • United States
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2015 | 01/2017 |
| Guardian Life Ins | Greenwood Village | CO | 01/2017 | 02/2020 |
| Park Avenue Securities | Greenwood Village | CO | 01/2017 | 02/2020 |
| M Holdings Securities, Inc. | Portland | OR | 02/2020 | Present |
| Groff Team Advisors, Llc | Denver | CO | 02/2020 | 05/2020 |
| Financial Designs Ltd | Denver | CO | 06/2020 | Present |
1) Financial Designs; 7979 East Tufts, Suite 1550, Denver, CO 80237; 03/2020; Selling Agent; Service and sales of insurance products; Investment Related; 160 hours/month; 160 hours/month during business hours; Commissions, Wages/Salary. 2) Rocky Mountain Estate Planning Council; 1801 California Street, Suite 2900, Denver, CO 80202; 06/15/2021; Board Member; Organize/select speakers, assist with member relations, advocate for the council; Not Investment Related; 1 hour/month; 1 hour/month during business hours; No Compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-03 |
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