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20 N Wilcox Street Suite 106, Castle Rock, CO 80104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-01-13 |
| CO | RA | APPROVED | 2023-12-22 |
Branch Locations
20 N Wilcox Street Suite 106, Castle Rock, CO 80104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wyoming Wireless | Pinedale | WY | 09/2016 | 03/2017 |
| Farm Bureau | Big Piney | WY | 03/2017 | 09/2021 |
| Wyoming Bail Bonds | Big Piney | WY | 01/2020 | Present |
| Belay Solutions | Big Piney | WY | 02/2022 | 01/2023 |
| Fidelis Wealth Advisors | Castle Rock | CO | 01/2023 | Present |
1) INSURANCE AGENT- VARIOUS CARRIERS. LIFE, HEALTH, DISBILITY, P&C LICENSE. NOT INVESTMENT RELATED. TIME SPENT = 10 HOURS/ MONTH. 2) PUBLIC NOTARY- STATE OF WYOMING. ACTIVE. NOT INVESTMENT RELATED. TIME SPENT= 2 HOURS/ MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-22 |
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