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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-21 |
Branch Locations
Northfield, NJ • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 06/2014 | 08/2017 |
| Mml Investors Services Llc | Enfield | CT | 06/2014 | 08/2017 |
| Gwfs Equities Inc | Waltham | MA | 08/2017 | 08/2019 |
| Massmutual | Enfield | CT | 07/2014 | 08/2017 |
| Prudential Insurance Company Of America | Springfield | MA | 08/2019 | Present |
| Prudentiaal Investment Management Services, Llc. | Springfield | MA | 08/2019 | Present |
| Gwfs Equities, Inc. | Congers | NY | 04/2022 | Present |
OUTCO INC POSITION: Contracted Financial Officer NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2020 ADDRESS: 220 Bush St #891,, San Francisco CA 94104, United States DESCRIPTION: This is a part-time contracted position. Work collaboratively with the companies CPA to analyze financial statements. Write up summary of the financial statement and present findings to the executive board during their monthly executive meetings. meetings are set for 4:30 PM Pacific Standard time or 7:30 PM Eastern Time on a monthly basis. All other work will be accomplished on Saturday and Sunday this is a remote position 100% virtual. Write up summary of the financial statement and present findings to the executive board during their team meetings. The CPA gathers all data and I write a report of the monthly financial statement to see the statement trends, increase in revenue or decrease in revenue and what caused said increase or decrease, going over cash flows, debts, and expenses. This is unrelated to prudential and will not solicit any Prudential clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-11 |
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