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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-28 |
| CO | RA | APPROVED | 2025-02-20 |
Branch Locations
12325 Oracle Blvd. Suite 121, Colorado Springs, CO 80921 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Colorado Springs | CO | 08/2014 | 02/2025 |
| Carpet Md | Colorado Springs | CO | 10/2010 | 08/2022 |
| (Dba) Rt Course Wealth Management | Colorado Springs | CO | 08/2014 | Present |
| True North Ministry | Colorado Springs | CO | 08/2015 | Present |
| Cetera Wealth Services, Llc | Colorado Springs | CO | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) RT COURSE WEALTH MANAGEMENT; Investment Related; 12325 Oracle Blvd, Ste 121, Colorado Springs, CO 80921; Financial Services; Investment Representative; Start Date 08/2014; 20 hours per month; Meet with clients to discuss their investment objectives, plans and goals in order to help them achieve financial success. >> TRUE NORTH MINISTRY; Non-Investment Related; Residence; Other; Minister/Teacher; Start Date 08/2015; 10 hours per month; Teach the bible two times a month, call and/or visit the sick/dying, visit people I know and love in the hospital, perform weddings, funerals, remembrance services; no membership. >> STONE & STEEL LLC; Non-Investment Related; 6810 Buckboard Drive, Falcon, CO 80831; Other; Handyman; Start Date 03/2021; 12 hours per month with no hours, minimum number if necessary, per month during trading hours; Work to bring modular home foundations up to code.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-31 |
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