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11925 South 700 East, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
8400 E. Prentice Avenue, Suite 1500, Greenwood Village, CO 80111 • 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 |
|---|---|---|---|---|
| Solid Money Solutions | Greenwood Village | CO | 12/2014 | Present |
| Elevated Capital Advisors, Llc | Sandy | UT | 07/2022 | Present |
I RECEIVE ABOUT $120.00 A QUARTER AS AN INSURANCE AGENT BROKER FOR GUARDIAN LIFE. I'M PAID FOR BUSINESS THAT I WROTE FOR THEM A FEW YEARS BACK AND THAT IS STILL ON THE BOOKS. THE EXISTING BUSINESSS IS GROUP LONG-TERM DISABILITY. I RECEIVE NO INVESTMENT COMPENSATION FROM MY FORMER BROKER DEALER, PARK AVENUE SECURITIES. Solid Money Solutions (Insurance portion of business), non-investment related, 7242 S. Xenia Circle, Centennial, CO 8011, Insurance agent/broker, started 12/2014, 50 hrs per week, 40 during trading hours, I offer life, long-term care, disability insurance and Medicare insurance contracts. through various insurance marketing organizations (IMOs) I am a sole-proprietor (owner) of the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-07 |
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