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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2014-04-30 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| The Gaylord Group | Denver | CO | 03/2006 | Present |
| Wfgia | Greenwood Village | CO | 03/2014 | Present |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 04/2014 | Present |
| 1311 York Street | Denver | CO | 10/2022 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc THE GAYLORD GROUP; 3773 CHERRY CREEK DR NORTH STE 575, DENVER CO 80209; NOT INVESTMENT RELATED; SUB-S CORPORATION FORMED BY ME TO DO TAX PLANNING FOR MYSELF DUE TO LARGE COMMISSION RECEIVED, PASS THROUGH ENTITY ONLY; PRESIDENT; 3/2006; 2 HRS/MONTH; DORMANT FOR 7 YEARS 1311 YORK STREET POSITION: Board Member NATURE: Alcoholics Anonymous INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/16/2022 ADDRESS: 1311 York Street, Denver CO 80206, United States DESCRIPTION: A monthly board meeting for one hour. sometimes a committee meeting for one hour. This usually takes one or two hours per month of my time.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-03-16 |
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