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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-28 |
Branch Locations
3333 S Bannock St Ste 880, Englewood, CO 80110-2432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jordan Road Carstar | Centennial | CO | 07/2016 | 12/2016 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 12/2016 | 08/2024 |
| Charles Schwab Bank, Ssb | Lone Tree | CO | 06/2022 | 08/2024 |
| Bankers Life Securities, Inc | Denver | CO | 09/2025 | 02/2026 |
| Bankers Life & Casualty, Inc | Denver | CO | 08/2025 | 02/2026 |
| Unemployed | Parker | CO | 08/2024 | 08/2025 |
| Allstate Insurance Co | Northbrook | IL | 04/2026 | Present |
| Allstate Financial Services Inc | Lincoln | NE | 04/2026 | Present |
| Allstate Financial Advisors Llc | Lincoln | NE | 04/2026 | Present |
| Expanding Solutions | Parker | CO | 01/2026 | Present |
EXPANDING SOLUTIONS POSITION: Owner NATURE: Rental property at 12926 Ironstone Way #103, Parker CO 80134 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2026 ADDRESS: 11224 Jordan Ct, Parker CO 80134, United States DESCRIPTION: I am the owner, I handle to collecting of rent and payment to may management company as well as any repairs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-10 |
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