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11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
9250 E Costilla Ave. $603, Greenwood Village, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 06/2022 | 09/2024 |
| World Financial Group, Inc. | Greenwood Village | CO | 05/2022 | 09/2024 |
| Whipplewood Cpas | Littleton | CO | 01/2016 | 10/2021 |
| Student | Commerce City | CO | 10/2021 | 12/2021 |
| Bf Borgers Cpa | Lakewood | CO | 12/2021 | 05/2022 |
| Jeep-Dad Llc | Commerce City | CO | 05/2022 | Present |
| Osaic Wealth, Inc. | Greenwood Village | CO | 11/2024 | Present |
| The Ameriflex Group | Las Vegas | NV | 11/2024 | 07/2025 |
| Nwf Advisory Services, Inc. | Greenwood Village | CO | 05/2025 | Present |
1. JEEP-DAD LLC POSITION: Self-Employed NATURE: Tax Preparation and Planning INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2022 ADDRESS: 15172 E 119th Ave, Commerce City CO 80603, United States DESCRIPTION: I prepare and submit tax returns. I assist with some basic accounting questions. I conduct quarterly and year end tax planning for the returns I prepare based on income estimates provided by taxpayer. I do not provide legal or financial advice in this capacity. I do not advertise and all of my clients sought my services based on our relationship developed while I was employed at a public accounting firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-01 |
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