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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-23 |
| GA | RA | APPROVED | 2024-08-23 |
| ID | RA | APPROVED | 2024-08-23 |
| MI | RA | APPROVED | 2024-08-23 |
| MT | RA | APPROVED | 2024-08-23 |
| NM | RA | APPROVED | 2024-08-23 |
| TX | RA | APPROVED | 2024-08-23 |
Branch Locations
90 S. Cascade Ave. Suite 1220, Colorado Springs, CO 80903 • 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 |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 03/2014 | 08/2024 |
| Osaic Wealth, Inc. | Colorado Springs | CO | 08/2024 | Present |
1) LARSEN WEALTH MANAGEMENT DBA;INVESTMENT RELATED;3725 HILL CIRCLE, COLORADO SPRINGS,CO;SECURITIES AND ADVISORY;OWNER;3/2014;160 HRS/MONTH;6.5 HRS DURING TRADING;REGISTERED REPRESENTATIVE AND ADVISER 2) RENTAL PROPERTY POSITION: owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 8120 Celestial Lane, 1220, COLORADO SPRINGS CO 80920, United States DESCRIPTION: lease property, collect rent, maintain property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-06 |
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