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6851 S Holly Circle Suite 160, Centennial, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-25 |
| CO | RA | APPROVED | 2023-05-31 |
Branch Locations
6851 S Holly Circle Suite 160, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Athene Usa | West Des Moines | IA | 07/2015 | 10/2017 |
| Simply Steward, Llc | Greenwood Village | CO | 04/2017 | 09/2022 |
| Three Points Financial, Inc | Greenwood Village | CO | 11/2021 | Present |
| Simply Steward, Llc | Littleton | CO | 04/2023 | Present |
Three Points Financial, Inc.; Investment-related; Greenwood Village, CO; Investment Advisory Firm; Investment Adviser Representative (IAR); 11/2021 - present; appx 80 hours per month, 60 hours per month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-28 |
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