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Current Employers
Colorado Financial Service Corporation

188 Inverness Drive West Ste 100, Centennial, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-04-13
  • CA RA
    APPROVED
    Since 2018-04-13

Branch Locations

188 Inverness Drive West Suite 100, Centennial, CO 80112 • United States

Las Vegas, NV • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Success Systems International Laguna Beach CA 04/1996 Present
Success Continuing Education New Port Beach CA 01/2002 Present
Colorado Financial Service Corporation Centennial CO 01/2011 Present
  • 04/1996 → Present
    Success Systems International
    Laguna Beach, CA
  • 01/2002 → Present
    Success Continuing Education
    New Port Beach , CA
  • 01/2011 → Present
    Centennial, CO
Previous Registrations
Other Businesses

(1) SUCCESS CONTINUING EDUCATION / 2 CORPORATE PLAZA DRIVE #100 NEWPORT BEACH, CA 92660. / PRESIDENT / NOT INV RELATED / OWNER / SINCE JANUARY 2002 / 160 HRS PER MONTH / 30 TRADING HRS PER MONTH. (2) BILL COOLEY REAL ESTATE / 215 EMERALD BAY LAGUNA BEACH CA 2651 / PERSONAL REAL ESTATE MANAGEMENT / NOT INVESTMENT RELATED / OWNER / DATE OF INCEPTION 2000 / 5 HOURS PER MONTH DURING TRADING HOURS. (3)BILL COOLEY CONSULTING / 215 EMERALD BAY LAGUNA BEACH CA 92651/ NOT INVESTMENT RELATED / CONSULTING FOR BUSINESSES / INCEPTION DATE 1996 / OWNER / 5 HOURS PER MONTH DURING TRADING HOURS. (4) INSURANCE ACTIVITIES THROUGH KAISER PERMANENTE (5) BC AUTO GROUP / WHOLE SALE AUTO DEALER / 215 EMERALD BAY, LAGUNA BEACH, CA 92651 / NO HOURS WORKED DURING TRADING HOURS / HOBBY (5) LQ RRENTALS / PERSONAL REAL ESTATE MANAGEMENT / NOT INVESTMENT RELATED / OWNER / 0 HOURS PER MONTH DURING TRADING HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-15
S63 Uniform Securities Agent State Law Examination 1984-10-05
  • S66 Uniform Combined State Law Examination
    2005-03-15
  • S63 Uniform Securities Agent State Law Examination
    1984-10-05
Other Names
  • Bill Cooley

View on SEC IAPD

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