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1125 Kelly Johnson Blvd. Suite 111, Colorado Springs, CO 80920 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-11 |
| TX | RA | APPROVED | 2023-09-29 |
Branch Locations
1125 Kelly Johnson Blvd. Suite 111, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Colorado Springs | CO | 03/2014 | 10/2017 |
| Raymond James Financial Services, Inc. | Colorado Springs | CO | 10/2017 | 09/2023 |
| Raymond James Financial Services Advisors Inc. | Colorado Springs | CO | 10/2017 | 09/2023 |
| Breglio, Long & Associates | Colorado Springs | CO | 03/2018 | 09/2020 |
| Breglio, Long & Associates | Colorado Springs | CO | 10/2017 | 09/2020 |
| Breglio, Long & Associates Llc | Colorado Springs | CO | 05/2018 | 09/2020 |
| Intentional Wealth Strategies, Llc | Colorado Springs | CO | 07/2020 | 09/2023 |
| Intentional Wealth Strategies | Colorado Springs | CO | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-01 |
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