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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-01 |
Branch Locations
6465 Greenwood Plaza Blvd Suite 360 [Satellite], Greenwood Village, CO 80111 • United States
8501 North Scottsdale Rd Ste 150, Scottsdale, AZ 85253 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Denver | CO | 03/2010 | 06/2017 |
| Wells Fargo Advisors Financial Network, Llc | Greenwood Village | CO | 06/2026 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 06/2017 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 06/2026 |
1. INTERNATIONAL FOUNDATION FOR EQUINE PODIATRY RESEARCH POSITION: Volunteer NATURE: Research of the equine foot as it relates to illness, lameness, and treatment. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 9616 W. Titan Road, Littleton CO 80125, United States DESCRIPTION: Assist in writing thank you letters to donors; Keep track of cash balance in checking account; Help with fund raising efforts LORETTA CHIOFOLO - 100% OWNERSHIP; INV RELATED;GREENWOOD VILLAGE,CO; 100% OWNERSHIP; FINANCIAL ADVISOR; START DATE: 06/01/2026; 3 HRS PER MONTH; 3 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-14 |
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