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110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-31 |
| CO | RA | APPROVED | 2018-06-11 |
Branch Locations
225 Union Blvd, Suite 150, Lakewood, CO 80228 • United States
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Lakewood | CO | 06/2014 | 11/2017 |
| Financial Security Management, Inc | Denver | CO | 06/2014 | 05/2018 |
| Peak Advisory Group, Llc | Lakewood | CO | 05/2018 | Present |
| Advisornet Wealth Management | Minneapolis | MN | 05/2018 | Present |
| Financial Security Realty | Lakewood | CO | 06/2014 | 12/2018 |
| Realty Professionals, Llc | Lakewood | CO | 01/2019 | Present |
1) REALTY PROFESSIONALS, LLC, 2535 S LEWIS WAY STE 201 LAKEWOOD CO 80227-6558, REAL ESTATE BROKER, 1/1/2019, 10% of TIME SPENT ON REAL ESTATE 2) INVESTMENT PROPERTY (RENTAL), MULTIPLE RENTAL/INVESTMENT PROPERTIES, OWNER, 11/1/2014, 3 HOURS TOTAL, 0 DURING TRADING HOURS, REAL ESTATE (MANAGE RENTAL PROPERTY). 3) PREPARES TAX RETURNS, COMPENSATED FOR SERVICES, APPROX. 25% OF HIS TIME WILL BE SPENT PROVIDING THESE TAX SERVICES. 4) INSURANCE AGENT APPOINTED WITH VARIOUS LIFE, DISABILITY OR OTHER INSURANCE COMPANIES, RECEIVE INSURANCE COMMISSIONS, APPROX. 10% OF TIME SPENT ON INSURANCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-29 |
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