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1255 Lake Plaza Dr. Suite 244, Colorado Springs, CO 80906 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
| OK | RA | APP_PEND_IARCE | 2026-01-01 |
| KS | RA | APPROVED | 2017-06-06 |
| TX | RA | APPROVED_RES | 2017-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Walsh | CO | 07/2006 | Present |
| Primerica Financial Services | Walsh | CO | 10/2005 | Present |
| Advisers Investment Management, Inc. | Walsh | CO | 03/2015 | Present |
SANDANCE EQUINE, LLC, 1/2018 - PRESENT, MANAGING MEMBER HORSE BREEDING OPERATION, 10 - HRS. PER MONTH ALLEY RANCHES, INC. - 3/2015 - PRESENT. PART TIME RANCH MANAGER & OPERATOR. 25 HRS. PER MONTH. Propery and casualty insurance sales - Tll Group, Inc. - CO License - non-resident license in NM, TX, OK, KS, & WY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-17 |
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