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1755 Telestar Dr. Ste. 300, Colorado Springs, CO 80920 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-11 |
Branch Locations
Williamstown, NJ • United States
1755 Telestar Dr. Ste. 300, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Turnersville | NJ | 07/2014 | 04/2017 |
| Mary Kay Cosmetics | Dallas | TX | 09/2007 | 09/2020 |
| Pnc Investments | Turnersville | NJ | 07/2014 | 04/2017 |
| Pnc Investments | Pittsburgh | PA | 04/2017 | 04/2018 |
| American Tax And Financial Planners | Colorado Springs | CO | 09/2018 | 12/2022 |
| Investment Advisor Alliance | Oradell | NJ | 10/2018 | 03/2021 |
| Investment Advisor Group | Hancock | NY | 02/2021 | 12/2022 |
| Best Life Infinity, Llc | Colorado Springs | CO | 01/2023 | Present |
PinCrest Tax Advisory; non-investment related; Williamstown, NJ; Tax Planning; began 11/2024; approx 5 hours per month with about 1 hours per week during trading hours; tax and bookkeeping services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-22 |
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