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1720 S. Bellaire Street Suite 410, Denver, CO 80222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
| WY | RA | APPROVED | 2017-11-28 |
| TX | RA | APPROVED_RES | 2017-04-24 |
Branch Locations
7200 S. Alton Way Suite B-210, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstreet Securities | Irvine | CA | 06/2004 | Present |
| Columbia Benefits, Llc | Centennial | CO | 03/2002 | Present |
OWNER/MANAGER OF COLUMBIA BENEFITS LLC, COLUMBIA BENEFITS LLC PROVIDES RETIREMENT PLAN CONSULTING AND THIRD PARTY ADMINISTRATION SERVICES AND SELLS INSURANCE PRODUCTS. COLUMBIA BENEFITS IS A SINGLE MEMBER LLC UNDER COLORADO LAWS, COLUMBIA BENEFITS STARTED IN 1994 AND IN FEBRUARY 2002 BECAME A LLC, 30% OF THE TIME IS DEVOTED TO COLUMBIA BENEFITS LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-24 |
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