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3700 N Franklin St. Suite 2, Denver, CO 80205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
| CO | RA | APPROVED | 2024-04-21 |
Branch Locations
3700 N Franklin St. Suite 2, Denver, CO 80205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Louisville | CO | 11/2023 | 01/2024 |
| Oneamerica Securities | Louisville | CO | 12/2023 | 01/2024 |
| Meera Capital | Denver | CO | 08/2022 | Present |
| Cafepay | Chicago | IL | 11/2022 | 09/2023 |
| Mission Peak Capital | Kansas City | MO | 07/2019 | 07/2022 |
| Bridgepoint Investment Bank | Des Moines | IA | 08/2018 | 05/2019 |
| Principal Global Investors | Des Moines | IA | 12/2017 | 08/2018 |
| Principal Financial | Des Moines | IA | 01/2017 | 12/2017 |
| Regions Financial | Des Moines | IA | 05/2016 | 01/2017 |
| Basilic Llc | Denver | CO | 01/2024 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Co-founder/Consultant: Meera Capital - business strategy consultation Braiins; Author; Not Investment Related; Kri?íkova 148/34, Karlín Prague NA 241 47 931, Software development and book publisher along with BitCoin Mining; Start date with business: 2025-02-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-09 |
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