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1636 Logan Street, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2008-02-13 |
| VA | RA | APPROVED | 2007-05-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Capital Advisors, Inc. | Glen Allen | VA | 04/2007 | Present |
| Investment Research Corporation | Denver | CO | 02/2011 | Present |
| Lifestyle Financial Advisors | State College | PA | 12/2006 | Present |
LIFESTYLE FINANCIAL ADVISORS (INVESTMENT RELATED); 409 S PUGH ST, STATE COLLEGE, PA 16801; INVESTMENT SERVICES - FINANCIAL PLANNING, WEALTH MANAGEMENT, HIGH NET WORTH CLIENTS, ESTATE PLANNING, OWNER AND PRESIDENT, START 12/2006. THIS IS HIS OWN BUSINESS THAT DOES THE ABOVE SERVICES. FLECK ENTERPRISES, LP; 409 S PUGH STREET, STATE COLLEGE, PA 16801; FAMILY REAL ESTATE INVESTMENT COMPANY; OWNER; START 11/1998. FLECK ENTERPRISES OF VIRGINIA, LLC; 5219 HICKORY PARK DRIVE, SUITE B, GLEN ALLEN, VA 23059; FAMILY REAL ESTATE INVESTMENT COMPANY; OWNER; START 08/2008. WORLD CAPITAL ADVISORS NOTES OFFERING 2007, LLC; INVESTMENT-RELATED; DEBT OFFERING; SERVES AS MANAGING MEMBER; START 10/2009. PROGRESSIVE DEVELOPMENT ASSOCIATES, LLC AND WINE MOUNTAIN, LLC: MR. FLECK SERVES AS CORPORATE SECRETARY OF THESE TWO CORPORATIONS. HIS RESPONSIBILITIES IN THIS POSITION ARE NOT COMPENSATED. MR. FLECK DOES RECEIVE COMPENSATION FROM THESE TWO ENTITIES FOR FINANCIAL PLANNING SERVICES UNDER HIS FINANCIAL PLANNING AGREEMENT WITH THEM. HE DEVOTES APPROXIMATELY 5 HOURS/MONTH TO BUSINESS RELATED TO BEING CORPORATE SECRETARY. AMERICAN GROWTH FUND: STARTED DECEMBER 6, 2010. MEMBER, INVESTMENT COMMITTEE. MR. FLECK PARTICIPATES IN THE INVESTMENT COMMITTEE FOR THE MUTUAL FUND. HE RECEIVES NO COMPENSATION FOR THIS POSITION. HE WILL DEDICATE APPROXIMATELY 5-10 HOURS PER MONTH TO THIS POSITION. INVESTMENT RESEARCH CORPORATION, LLC: ON FEBRUARY 16, 2011, MR. FLECK BECAME AN EMPLOYEE OF INVESTMENT RESEARCH CORPORATION, LLC. THIS IS AN INVESTMENT-RELATED ACTIVITY; MR. FLECK IS EMPLOYED BY INVESTMENT RESEARCH, AN RIA, FOR THE PURPOSE OF ASSISTING WITH PORTFOLIO MANAGEMENT OF THE AMERICAN GROWTH FUND AS A MEMBER OF THE INVESTMENT COMMITTEE. HE WILL DEVOTE 5-10 HOURS EACH WEEK TO THIS BUSINESS. PDA OF VIRGINIA, LLC: ON AUGUST 30, 2011 FLECK ENTERPRISES OF VIRGINIA, LLC AND MR. FLECK DIRECTLY BECAME PARTIAL MEMBERS OF PDA OF VIRGINIA, LLC. THE PURPOSE OF THIS ENTITY IS REAL ESTATE AND OTHER PROJECT INVESTMENTS. MR. FLECK WILL DEVOTE 10-20 HOURS PER MONTH TO THIS ENDEAVOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-22 |
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