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3710 Sinton Road Suite 100, Colorado Springs, CO 80907 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-31 |
| CO | RA | APPROVED | 2024-08-21 |
Branch Locations
3710 Sinton Road Suite 100, Colorado Springs, CO 80907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2017 | 12/2020 |
| Zara | Sydney | 08/2016 | 02/2017 | |
| Unemployed/Extended Travel | Sydney | 02/2017 | 08/2017 | |
| Mutual Advisors, Llc. | Casper | WY | 01/2021 | Present |
| Planwiser Financial | Colorado Springs | CO | 08/2024 | Present |
1. National Insurance Producer, Start Date: 12/2017, 4231 Amiable Way, Colorado Springs, CO 82917, National Insurance producer, Insurance Agent, I have my insurance license so I can sell a life insurance policy when a client wants/needs one, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-30 |
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