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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-30 |
Branch Locations
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities Inc | Hilliard | OH | 11/2003 | 08/2018 |
| The Huntington Investment Company | Columbus | OH | 08/2018 | 07/2019 |
| Transamerica Financial Advisors, Inc | Columbus | OH | 03/2020 | 12/2023 |
| Huntington Financial Advisors | Columbus | OH | 09/2018 | 02/2020 |
| Empower Retirement | Greenwood Village | CO | 11/2003 | 09/2018 |
| Transamerica Network Agency | Columbus | OH | 02/2020 | 12/2023 |
| United Financial Services | Columbus | OH | 02/2020 | 10/2024 |
| Liliken Properties Ltd | Columbus | OH | 12/2014 | Present |
| Simple Retirement Solutions Llc | Columbus | OH | 07/2024 | Present |
| Tucker Asset Management Llc | Littleton | CO | 07/2024 | Present |
1.) Independent Insurance Agent; Investment-Related; 1234 Bryden Road, Columbus, OH 43205; 614-588-2683; Insurance; Insurance Agent; Start date: 02/2020; Approximately 80 hours/month with 80 hours/month during securities trading hours; Duties: Selling Insurance Products. 2.) Liliken Properties, LTD; Investment-Related; Columbus, OH; Rental Properties; Partner, Member; 50/50 partnership with spouse Kenny Realph; Start date: 12/2014; Approximately 3 hours/month devoted to this business with all hours outside of securities trading hours; Duties: Manage rentals, collect rent, bookkeeping. 3.) Simple Retirement Solutions, LLC; Investment-related; Columbus, OH; Nature of Business: an operating company for marketing insurance-related sales and services and other independent contractor income; Managing Member; Start date: 07/31/2024. 4.) LegacyLock, LLC; Investment-related; 1234 S Power Rd #101, Mesa, AZ 85206; Estate Planning; Referral Agent; Compensation for referrals; Start date: 09/13/2024; Approximately 1 hour/month is devoted to this activity with 1 hour during securities trading hours; Per client request, sending their information to Legacy Lock for them to be connected with an attorney for estate planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-03 |
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