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Current Employers
Targeted Wealth Solutions

1755 Telstar Dr 3Rd Floor, Colorado Springs, CO 80920 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-02-23
TX RA APPROVED 2022-02-23
  • CO RA
    APPROVED
    Since 2022-02-23
  • TX RA
    APPROVED
    Since 2022-02-23

Branch Locations

Selma, TX • United States

1755 Telstar Dr 3Rd Floor, Colorado Springs, CO 80920 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Targeted Wealth Solution Colorado Springs CO 02/2022 Present
Unites States Air Force San Antonio TX 05/2011 Present
  • 02/2022 → Present
    Targeted Wealth Solution
    Colorado Springs, CO
  • 05/2011 → Present
    Unites States Air Force
    San Antonio, TX
Other Businesses

United States Air Force; not investment-related; San Antonio, Texas; Military; Major; Started May 2011; 0 hours per month, participating in DOD Skill Bridge until discharge; Pilot

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-09
  • S65 Uniform Investment Adviser Law Examination
    2022-02-09

View on SEC IAPD

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