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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-02 |
| CO | RA | APPROVED | 2023-10-02 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, 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 | 02/2023 | Present |
| World Financial Group, Inc. | Greenwood Village | CO | 10/2022 | Present |
| Colorado Home Realty | Littleton | CO | 06/2020 | Present |
| Futurealign Incorporated | Boulder | CO | 06/2014 | Present |
| Money Mailbox, Llc | Denver | CO | 02/2020 | Present |
| Compass Inc | Littleton | CO | 10/2025 | Present |
FUTUREALIGN INCORPORATED/Investment Related - No/PO Box 11272, Boulder, Colorado, 80301, United States; 303-346-9547/Project management of leadership communications./Project management/06.2014/5/0/Project management COLORADO HOME REALTY/Investment Related - No/2509 West Main St, Littleton, CO 80120; 720.981.4109/Real estate agent/Associate Broker/06.2020/100/0/Facilitate buying and selling of real estate. MONEY MAILBOX, LLC/Investment Related - No/1824 W 67th Place, Denver CO 80221, 817-673-3878/Real estate education/Co-owner/02.2020/5/5/Basic functions of ownership COMPASS INC POSITION: Associate broker NATURE: Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 10/01/2025 ADDRESS: 2509 W Main Street, Littleton CO 80120, United States DESCRIPTION: Assist clients in the process of buying and selling homes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-25 |
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