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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-07-08 |
Branch Locations
29029 Upper Bear Creek Rd Ste 107, Evergreen, CO 80439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 09/2016 | 04/2022 |
| Quantitative Strategies Llc | Reno | NV | 03/2016 | 09/2016 |
| Ameritas Investment Company, Llc | Lincoln | NE | 07/2022 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 07/2022 | Present |
| Canvas Financial/Boom Planning | Evergreen | CO | 07/2022 | Present |
| Corfee & Associates/Unbridled Wealth | Denver | CO | 05/2022 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * CORFEE & ASSOCIATES/UNBRIDLED WEALTH; 1400 JOSEPHINE ST, DENVER, CO, 80206; INV REL; LIFE INSURANCE; AGENT; START DATE=05/2022; HRS MO= 80; TRADING HRS/MO=4; LIFE INSURANCE * CANVAS FINANCIAL/BOOM PLANNING; SAME AS BRANCH; INV REL; WEALTH MANAGEMENT; AGENT; START DATE=07/2022; HRS/MO=40; TRADING HRS/MO=40; WEALTH MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-01 |
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